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 | $10,568 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 26.92% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,690 | $4,961-65.9% | $4,693-64.0% | $4,299-60.7% |
| Participant deferral / active EE | $1,832 | $8,310-78.0% | $7,997-77.1% | $6,507-71.8% |
| Admin fee / account holder | $143 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |