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 5-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 | $10,398 | $133,958-92.2% | $112,228-90.7% | $134,475-92.3% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -8.19% | 47.11%-55.3pp | 27.45%-35.6pp | 417.96%-426.2pp |
| Employer contribution / active EE | $5,766 | $4,038+42.8% | $3,635+58.6% | $4,740+21.6% |
| Participant deferral / active EE | $601 | $5,291-88.6% | $4,728-87.3% | $6,400-90.6% |
| Admin fee / account holder | $198 | $7,489-97.4% | $6,410-96.9% | $11,426-98.3% |