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 5-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 | $7,798 | $111,724-93.0% | $93,606-91.7% | $145,922-94.7% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 14.96% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $923 | $3,090-70.1% | $2,420-61.8% | $4,660-80.2% |
| Participant deferral / active EE | $1,142 | $4,912-76.7% | $4,411-74.1% | $6,688-82.9% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |