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 | $5,700 | $159,602-96.4% | $150,045-96.2% | $142,382-96.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 19.85% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,230 | $4,961-75.2% | $4,693-73.8% | $4,299-71.4% |
| Participant deferral / active EE | $1,892 | $8,310-77.2% | $7,997-76.3% | $6,507-70.9% |
| Admin fee / account holder | $274 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |