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 | $14,432 | $148,534-90.3% | $135,903-89.4% | $139,434-89.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.47% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,195 | $5,243-77.2% | $4,856-75.4% | $4,751-74.8% |
| Participant deferral / active EE | $2,265 | $8,100-72.0% | $7,758-70.8% | $6,710-66.2% |
| Admin fee / account holder | $218 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |