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 | $7,580 | $159,602-95.3% | $150,045-94.9% | $142,382-94.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 90.64% | 70.24%+20.4pp | 62.55%+28.1pp | 217.08%-126.4pp |
| Employer contribution / active EE | $1,120 | $4,961-77.4% | $4,693-76.1% | $4,299-73.9% |
| Participant deferral / active EE | $1,280 | $8,310-84.6% | $7,997-84.0% | $6,507-80.3% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |