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 | $33,854 | $171,865-80.3% | $149,718-77.4% | $147,584-77.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 17.90% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,188 | $6,275-65.1% | $5,445-59.8% | $4,876-55.1% |
| Participant deferral / active EE | $1,316 | $7,271-81.9% | $6,569-80.0% | $5,439-75.8% |
| Admin fee / account holder | $241 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |