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 | $16,779 | $127,777-86.9% | $106,548-84.3% | $167,490-90.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 76.1%+8.5pp | 82.1%+2.5pp |
| Annual return | 13.76% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $926 | $3,427-73.0% | $2,819-67.1% | $4,837-80.9% |
| Participant deferral / active EE | $1,369 | $5,087-73.1% | $4,398-68.9% | $6,341-78.4% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |