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 | $4,189 | $89,753-95.3% | $107,525-96.1% | $84,808-95.1% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.9pp |
| Annual return | 29.56% | 29.48%+0.1pp | 181.32%-151.8pp | 40.90%-11.3pp |
| Employer contribution / active EE | $1,228 | $3,113-60.6% | $3,754-67.3% | $2,631-53.3% |
| Participant deferral / active EE | $1,537 | $4,056-62.1% | $5,116-70.0% | $4,212-63.5% |
| Admin fee / account holder | $163 | $7,222-97.7% | $8,919-98.2% | $7,344-97.8% |