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 | $11,949 | $98,750-87.9% | $149,696-92.0% | $79,858-85.0% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.6%+8.7pp |
| Annual return | 16.27% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $811 | $3,216-74.8% | $4,644-82.5% | $2,471-67.2% |
| Participant deferral / active EE | $653 | $5,680-88.5% | $6,842-90.5% | $3,740-82.5% |
| Admin fee / account holder | $55 | $6,053-99.1% | $9,309-99.4% | $5,306-99.0% |