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 | $16,148 | $209,411-92.3% | $178,490-91.0% | $158,922-89.8% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 6.30% | 188.75%-182.5pp | 151.07%-144.8pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,571 | $5,706-54.9% | $5,011-48.7% | $4,761-46.0% |
| Participant deferral / active EE | $139 | $5,954-97.7% | $5,202-97.3% | $5,982-97.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |