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 | $6,992 | $162,781-95.7% | $133,956-94.8% | $158,922-95.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.29% | 41.94%-16.7pp | 45.09%-19.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $997 | $4,975-80.0% | $3,919-74.5% | $4,761-79.1% |
| Participant deferral / active EE | $1,574 | $5,911-73.4% | $5,048-68.8% | $5,982-73.7% |
| Admin fee / account holder | $207 | $11,736-98.2% | $8,927-97.7% | $11,246-98.2% |