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 | $3,072 | $81,248-96.2% | $155,509-98.0% | $80,856-96.2% |
| Participation rate | 73.5% | 66.2%+7.3pp | 78.2%-4.7pp | 67.6%+5.9pp |
| Annual return | 16.11% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $612 | $3,100-80.3% | $4,672-86.9% | $2,755-77.8% |
| Participant deferral / active EE | $773 | $3,452-77.6% | $5,626-86.3% | $4,296-82.0% |
| Admin fee / account holder | $4 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |