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 | $8,943 | $77,634-88.5% | $156,549-94.3% | $62,891-85.8% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 12.89% | 50.32%-37.4pp | 32.23%-19.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $552 | $3,444-84.0% | $5,501-90.0% | $2,281-75.8% |
| Participant deferral / active EE | $373 | $3,045-87.8% | $4,871-92.4% | $3,203-88.4% |
| Admin fee / account holder | $83 | $5,561-98.5% | $13,027-99.4% | $4,296-98.1% |