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 | $9,543 | $80,673-88.2% | $101,326-90.6% | $84,808-88.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 27.79% | 38.95%-11.2pp | 36.82%-9.0pp | 40.90%-13.1pp |
| Employer contribution / active EE | $2,025 | $2,698-24.9% | $3,665-44.8% | $2,631-23.0% |
| Participant deferral / active EE | $1,823 | $6,840-73.4% | $7,994-77.2% | $4,212-56.7% |
| Admin fee / account holder | $164 | $12,784-98.7% | $11,185-98.5% | $7,344-97.8% |