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 8-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 | $1,080 | $54,762-98.0% | $90,281-98.8% | $72,985-98.5% |
| Participation rate | 74.4% | 65.1%+9.3pp | 73.3%+1.1pp | 69.5%+4.9pp |
| Annual return | 20.76% | 30.63%-9.9pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $349 | $2,092-83.3% | $2,854-87.8% | $2,440-85.7% |
| Participant deferral / active EE | $537 | $2,887-81.4% | $3,885-86.2% | $3,607-85.1% |
| Admin fee / account holder | $68 | $3,972-98.3% | $5,351-98.7% | $5,124-98.7% |