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 4-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 | $8,355 | $109,881-92.4% | $150,045-94.4% | $84,808-90.1% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 23.89% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,542 | $3,561-56.7% | $4,693-67.1% | $2,631-41.4% |
| Participant deferral / active EE | $2,050 | $6,636-69.1% | $7,997-74.4% | $4,212-51.3% |
| Admin fee / account holder | $21 | $8,568-99.8% | $13,435-99.8% | $7,344-99.7% |