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 | $3,896 | $111,754-96.5% | $103,333-96.2% | $145,922-97.3% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 13.44% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $948 | $4,212-77.5% | $3,868-75.5% | $4,660-79.7% |
| Participant deferral / active EE | $1,083 | $5,619-80.7% | $5,057-78.6% | $6,688-83.8% |
| Admin fee / account holder | $198 | $9,750-98.0% | $8,355-97.6% | $13,397-98.5% |