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 | $29,546 | $198,466-85.1% | $170,442-82.7% | $147,584-80.0% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 11.36% | 257.29%-245.9pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,846 | $6,184-37.8% | $5,433-29.2% | $4,876-21.1% |
| Participant deferral / active EE | $1,027 | $5,629-81.8% | $4,939-79.2% | $5,439-81.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |