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 | $5,258 | $114,381-95.4% | $107,525-95.1% | $142,382-96.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 24.53% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,133 | $4,015-71.8% | $3,754-69.8% | $4,299-73.7% |
| Participant deferral / active EE | $1,384 | $5,564-75.1% | $5,116-72.9% | $6,507-78.7% |
| Admin fee / account holder | $27 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |