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 | $27,836 | $171,865-83.8% | $149,718-81.4% | $147,584-81.1% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 11.30% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,721 | $6,275-72.6% | $5,445-68.4% | $4,876-64.7% |
| Participant deferral / active EE | $1,299 | $7,271-82.1% | $6,569-80.2% | $5,439-76.1% |
| Admin fee / account holder | $152 | $13,799-98.9% | $11,283-98.7% | $10,885-98.6% |