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 4-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 | $5,301 | $159,602-96.7% | $150,045-96.5% | $142,382-96.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 31.22% | 70.24%-39.0pp | 62.55%-31.3pp | 217.08%-185.9pp |
| Employer contribution / active EE | $1,615 | $4,961-67.4% | $4,693-65.6% | $4,299-62.4% |
| Participant deferral / active EE | $1,683 | $8,310-79.7% | $7,997-78.9% | $6,507-74.1% |
| Admin fee / account holder | $128 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |