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 | $10,140 | $111,754-90.9% | $103,333-90.2% | $145,922-93.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 14.89% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,307 | $4,212-45.2% | $3,868-40.3% | $4,660-50.5% |
| Participant deferral / active EE | $1,070 | $5,619-81.0% | $5,057-78.9% | $6,688-84.0% |
| Admin fee / account holder | $61 | $9,750-99.4% | $8,355-99.3% | $13,397-99.5% |