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 6-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 | $10,697 | $884,045-98.8% | $453,369-97.6% | $167,490-93.6% |
| Participation rate | 93.8% | 81.6%+12.2pp | 78.0%+15.8pp | 82.1%+11.6pp |
| Annual return | 18.74% | 29.49%-10.7pp | 64.40%-45.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,311 | $5,538-58.3% | $4,070-43.2% | $4,837-52.2% |
| Participant deferral / active EE | $2,064 | $7,898-73.9% | $6,209-66.7% | $6,341-67.4% |
| Admin fee / account holder | $126 | $22,063-99.4% | $11,209-98.9% | $12,309-99.0% |