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 | $5,362 | $144,119-96.3% | $117,854-95.5% | $147,584-96.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.15% | 531.15%-510.0pp | 335.08%-313.9pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,117 | $4,896-77.2% | $3,786-70.5% | $4,876-77.1% |
| Participant deferral / active EE | $1,052 | $5,316-80.2% | $4,482-76.5% | $5,439-80.7% |
| Admin fee / account holder | $242 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |