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 5-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 | $5,868 | $110,257-94.7% | $96,544-93.9% | $139,434-95.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.46% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,123 | $3,620-69.0% | $2,965-62.1% | $4,751-76.4% |
| Participant deferral / active EE | $1,159 | $5,548-79.1% | $4,851-76.1% | $6,710-82.7% |
| Admin fee / account holder | $27 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |