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 | $19,650 | $209,411-90.6% | $178,490-89.0% | $158,922-87.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.07% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,924 | $5,706-66.3% | $5,011-61.6% | $4,761-59.6% |
| Participant deferral / active EE | $1,924 | $5,954-67.7% | $5,202-63.0% | $5,982-67.8% |
| Admin fee / account holder | $63 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |