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 | $12,223 | $183,519-93.3% | $155,509-92.1% | $145,922-91.6% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 13.92% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,423 | $5,313-73.2% | $4,672-69.5% | $4,660-69.5% |
| Participant deferral / active EE | $1,773 | $6,462-72.6% | $5,626-68.5% | $6,688-73.5% |
| Admin fee / account holder | $19 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |