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 | $23,493 | $171,865-86.3% | $149,718-84.3% | $147,584-84.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.79% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,433 | $6,275-61.2% | $5,445-55.3% | $4,876-50.1% |
| Participant deferral / active EE | $1,619 | $7,271-77.7% | $6,569-75.4% | $5,439-70.2% |
| Admin fee / account holder | $185 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |