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 | $4,690 | $183,519-97.4% | $155,509-97.0% | $145,922-96.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 27.77% | 61.17%-33.4pp | 64.67%-36.9pp | 561.29%-533.5pp |
| Employer contribution / active EE | $1,070 | $5,313-79.9% | $4,672-77.1% | $4,660-77.0% |
| Participant deferral / active EE | $1,358 | $6,462-79.0% | $5,626-75.9% | $6,688-79.7% |
| Admin fee / account holder | $76 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |