See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,077 | $167,307-91.6% | $143,757-90.2% | $134,475-89.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 103.53% | 0.46%+103.1pp | -0.04%+103.6pp | 417.96%-314.4pp |
| Employer contribution / active EE | $1,399 | $5,619-75.1% | $4,951-71.8% | $4,740-70.5% |
| Participant deferral / active EE | $2,040 | $6,446-68.4% | $5,637-63.8% | $6,400-68.1% |
| Admin fee / account holder | $194 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |