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 3-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 | $7,845 | $114,381-93.1% | $107,525-92.7% | $142,382-94.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 22.36% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $902 | $4,015-77.5% | $3,754-76.0% | $4,299-79.0% |
| Participant deferral / active EE | $1,353 | $5,564-75.7% | $5,116-73.6% | $6,507-79.2% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.6% | $12,624-99.8% |