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 | $28,765 | $101,724-71.7% | $164,813-82.5% | $80,856-64.4% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.6%+27.5pp |
| Annual return | 21.90% | 16.72%+5.2pp | 69.93%-48.0pp | 35.59%-13.7pp |
| Employer contribution / active EE | $2,296 | $2,953-22.3% | $4,341-47.1% | $2,755-16.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $277 | $8,227-96.6% | $12,690-97.8% | $6,918-96.0% |