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 | $17,403 | $102,605-83.0% | $145,661-88.1% | $84,808-79.5% |
| Participation rate | 88.0% | 74.3%+13.7pp | 77.2%+10.8pp | 68.3%+19.7pp |
| Annual return | 18.80% | 26.50%-7.7pp | 101.46%-82.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,272 | $3,325-61.8% | $4,238-70.0% | $2,631-51.7% |
| Participant deferral / active EE | $1,738 | $5,750-69.8% | $7,198-75.8% | $4,212-58.7% |
| Admin fee / account holder | $240 | $8,758-97.3% | $12,466-98.1% | $7,344-96.7% |