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 | $5,972 | $150,440-96.0% | $136,294-95.6% | $147,584-96.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.97% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,931 | $5,256-44.2% | $4,695-37.6% | $4,876-39.9% |
| Participant deferral / active EE | $1,778 | $6,630-73.2% | $6,247-71.5% | $5,439-67.3% |
| Admin fee / account holder | $156 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |