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 | $3,678 | $117,983-96.9% | $101,794-96.4% | $142,382-97.4% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 24.11% | 36.92%-12.8pp | 30.53%-6.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $514 | $2,773-81.5% | $2,289-77.5% | $4,299-88.0% |
| Participant deferral / active EE | $864 | $4,714-81.7% | $4,084-78.8% | $6,507-86.7% |
| Admin fee / account holder | $185 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |