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 | $10,004 | $150,440-93.4% | $136,294-92.7% | $147,584-93.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.95% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,222 | $5,256-57.7% | $4,695-52.7% | $4,876-54.4% |
| Participant deferral / active EE | $2,003 | $6,630-69.8% | $6,247-67.9% | $5,439-63.2% |
| Admin fee / account holder | $107 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |