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 | $6,461 | $77,899-91.7% | $149,673-95.7% | $75,163-91.4% |
| Participation rate | 76.6% | 65.6%+11.0pp | 78.8%-2.2pp | 67.2%+9.4pp |
| Annual return | 20.69% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,371 | $3,137-24.4% | $4,818-50.8% | $2,670-11.2% |
| Participant deferral / active EE | $528 | $3,411-84.5% | $5,680-90.7% | $4,125-87.2% |
| Admin fee / account holder | $46 | $5,956-99.2% | $13,210-99.7% | $5,651-99.2% |