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 | $3,538 | $159,602-97.8% | $150,045-97.6% | $142,382-97.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 26.42% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,192 | $4,961-76.0% | $4,693-74.6% | $4,299-72.3% |
| Participant deferral / active EE | $1,406 | $8,310-83.1% | $7,997-82.4% | $6,507-78.4% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |