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 | $5,928 | $150,187-96.1% | $120,354-95.1% | $145,922-95.9% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 14.95% | 154.07%-139.1pp | 107.15%-92.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $851 | $4,348-80.4% | $3,463-75.4% | $4,660-81.7% |
| Participant deferral / active EE | $1,080 | $6,173-82.5% | $4,991-78.4% | $6,688-83.9% |
| Admin fee / account holder | $64 | $12,207-99.5% | $9,423-99.3% | $13,397-99.5% |