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 | $8,162 | $165,984-95.1% | $164,813-95.0% | $145,922-94.4% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 44.66% | 100.03%-55.4pp | 69.93%-25.3pp | 561.29%-516.6pp |
| Employer contribution / active EE | $2,544 | $5,273-51.8% | $4,341-41.4% | $4,660-45.4% |
| Participant deferral / active EE | $738 | $6,959-89.4% | $6,031-87.8% | $6,688-89.0% |
| Admin fee / account holder | $168 | $16,648-99.0% | $12,690-98.7% | $13,397-98.7% |