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 7-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 | $17,297 | $201,272-91.4% | $184,203-90.6% | $145,922-88.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.49% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,486 | $7,022-78.8% | $6,427-76.9% | $4,660-68.1% |
| Participant deferral / active EE | $1,663 | $9,806-83.0% | $9,131-81.8% | $6,688-75.1% |
| Admin fee / account holder | $154 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |