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 10-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 | $15,559 | $176,812-91.2% | $146,665-89.4% | $167,490-90.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 19.47% | 24.03%-4.6pp | 22.74%-3.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,180 | $5,160-77.1% | $4,136-71.5% | $4,837-75.6% |
| Participant deferral / active EE | $1,969 | $6,440-69.4% | $5,506-64.2% | $6,341-69.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |