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 | $21,291 | $197,591-89.2% | $177,821-88.0% | $158,922-86.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 16.05% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,718 | $6,697-74.4% | $5,918-71.0% | $4,761-63.9% |
| Participant deferral / active EE | $2,687 | $8,405-68.0% | $7,714-65.2% | $5,982-55.1% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |