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 | $8,187 | $102,317-92.0% | $146,958-94.4% | $80,856-89.9% |
| Participation rate | 73.0% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 15.06% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,478 | $3,713-60.2% | $4,933-70.0% | $2,755-46.4% |
| Participant deferral / active EE | $2,036 | $6,644-69.4% | $8,070-74.8% | $4,296-52.6% |
| Admin fee / account holder | $165 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |