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 | $6,899 | $114,381-94.0% | $107,525-93.6% | $142,382-95.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 25.42% | 242.71%-217.3pp | 181.32%-155.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,024 | $4,015-74.5% | $3,754-72.7% | $4,299-76.2% |
| Participant deferral / active EE | $1,106 | $5,564-80.1% | $5,116-78.4% | $6,507-83.0% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |