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 | $10,516 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 20.90% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,362 | $4,961-72.5% | $4,693-71.0% | $4,299-68.3% |
| Participant deferral / active EE | $2,422 | $8,310-70.9% | $7,997-69.7% | $6,507-62.8% |
| Admin fee / account holder | $161 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |