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 7-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 | $8,618 | $82,664-89.6% | $125,339-93.1% | $68,494-87.4% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | 8.05% | -5.97%+14.0pp | 572.05%-564.0pp | -7.84%+15.9pp |
| Employer contribution / active EE | $1,338 | $3,381-60.4% | $4,814-72.2% | $2,596-48.5% |
| Participant deferral / active EE | $2,501 | $6,110-59.1% | $7,446-66.4% | $4,027-37.9% |
| Admin fee / account holder | $57 | $6,275-99.1% | $10,010-99.4% | $5,403-98.9% |