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 | $7,421 | $159,602-95.4% | $150,045-95.1% | $142,382-94.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 17.58% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,194 | $4,961-75.9% | $4,693-74.6% | $4,299-72.2% |
| Participant deferral / active EE | $1,115 | $8,310-86.6% | $7,997-86.1% | $6,507-82.9% |
| Admin fee / account holder | $226 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |