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 | $21,510 | $209,832-89.7% | $189,513-88.6% | $167,490-87.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.35% | 748.27%-737.9pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $4,412 | $6,914-36.2% | $6,162-28.4% | $4,837-8.8% |
| Participant deferral / active EE | $1,998 | $8,935-77.6% | $8,221-75.7% | $6,341-68.5% |
| Admin fee / account holder | $279 | $14,293-98.0% | $12,045-97.7% | $12,309-97.7% |