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 | $19,793 | $150,440-86.8% | $136,294-85.5% | $147,584-86.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 362.90% | 1049.08%-686.2pp | 5155.94%-4793.0pp | 578.55%-215.6pp |
| Employer contribution / active EE | $1,041 | $5,256-80.2% | $4,695-77.8% | $4,876-78.7% |
| Participant deferral / active EE | $1,724 | $6,630-74.0% | $6,247-72.4% | $5,439-68.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |