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 | $16,293 | $98,750-83.5% | $149,696-89.1% | $79,858-79.6% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.1pp |
| Annual return | 16.07% | 27.43%-11.4pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $628 | $3,216-80.5% | $4,644-86.5% | $2,471-74.6% |
| Participant deferral / active EE | $1,554 | $5,680-72.6% | $6,842-77.3% | $3,740-58.4% |
| Admin fee / account holder | $213 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |