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 | $199,454 | $270,399-26.2% | $209,409-4.8% | $357,791-44.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 80.4%+11.3pp | 85.6%+6.1pp |
| Annual return | 13.42% | 194.89%-181.5pp | 159.49%-146.1pp | 396.79%-383.4pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,064 | $4,606-11.8% | $4,230-3.9% | $5,521-26.4% |
| Admin fee / account holder | $283 | $18,969-98.5% | $16,474-98.3% | $28,387-99.0% |