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 | $20,467 | $112,096-81.7% | $95,952-78.7% | $158,922-87.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 12.39% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $646 | $3,198-79.8% | $2,541-74.6% | $4,761-86.4% |
| Participant deferral / active EE | $785 | $4,784-83.6% | $4,167-81.2% | $5,982-86.9% |
| Admin fee / account holder | $261 | $10,130-97.4% | $6,795-96.2% | $11,246-97.7% |