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 | $19,887 | $150,440-86.8% | $136,294-85.4% | $147,584-86.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.90% | 1049.08%-1025.2pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,454 | $5,256-72.3% | $4,695-69.0% | $4,876-70.2% |
| Participant deferral / active EE | $1,923 | $6,630-71.0% | $6,247-69.2% | $5,439-64.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |