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 | $6,522 | $85,202-92.3% | $172,739-96.2% | $72,985-91.1% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 25.16% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,224 | $3,324-63.2% | $5,143-76.2% | $2,440-49.8% |
| Participant deferral / active EE | $706 | $3,260-78.4% | $5,198-86.4% | $3,607-80.4% |
| Admin fee / account holder | $98 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |