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 | $8,834 | $185,822-95.2% | $169,993-94.8% | $139,434-93.7% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 21.15% | 60.50%-39.4pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,689 | $7,590-77.7% | $6,785-75.1% | $4,751-64.4% |
| Participant deferral / active EE | $1,846 | $11,622-84.1% | $10,408-82.3% | $6,710-72.5% |
| Admin fee / account holder | $29 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |