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 | $2,602 | $107,452-97.6% | $91,541-97.2% | $142,382-98.2% |
| Participation rate | 82.6% | 75.1%+7.5pp | 69.8%+12.8pp | 80.1%+2.5pp |
| Annual return | 21.91% | 22.06%-0.1pp | 20.50%+1.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $477 | $2,994-84.1% | $2,505-81.0% | $4,299-88.9% |
| Participant deferral / active EE | $293 | $4,754-93.8% | $4,008-92.7% | $6,507-95.5% |
| Admin fee / account holder | $18 | $8,834-99.8% | $6,956-99.7% | $12,624-99.9% |