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 4-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 | $4,331 | $109,881-96.1% | $150,045-97.1% | $84,808-94.9% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.0pp | 68.3%+28.1pp |
| Annual return | 25.97% | 28.25%-2.3pp | 62.55%-36.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $898 | $3,561-74.8% | $4,693-80.9% | $2,631-65.9% |
| Participant deferral / active EE | $1,844 | $6,636-72.2% | $7,997-76.9% | $4,212-56.2% |
| Admin fee / account holder | $92 | $8,568-98.9% | $13,435-99.3% | $7,344-98.8% |