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 | $5,668 | $85,202-93.3% | $172,739-96.7% | $72,985-92.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.10% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,163 | $3,324-65.0% | $5,143-77.4% | $2,440-52.3% |
| Participant deferral / active EE | $438 | $3,260-86.6% | $5,198-91.6% | $3,607-87.8% |
| Admin fee / account holder | $164 | $5,884-97.2% | $13,954-98.8% | $5,124-96.8% |