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 | $20,409 | $209,832-90.3% | $189,513-89.2% | $167,490-87.8% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.61% | 748.27%-733.7pp | 555.15%-540.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,097 | $6,914-69.7% | $6,162-66.0% | $4,837-56.6% |
| Participant deferral / active EE | $650 | $8,935-92.7% | $8,221-92.1% | $6,341-89.7% |
| Admin fee / account holder | $287 | $14,293-98.0% | $12,045-97.6% | $12,309-97.7% |