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 | $74,648 | $362,131-79.4% | $285,549-73.9% | $357,791-79.1% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 20.07% | 5.08%+15.0pp | 7.15%+12.9pp | 396.79%-376.7pp |
| Employer contribution / active EE | $2,819 | $5,952-52.6% | $5,022-43.9% | $7,508-62.4% |
| Participant deferral / active EE | $3,301 | $5,478-39.7% | $4,549-27.4% | $5,521-40.2% |
| Admin fee / account holder | $163 | $16,774-99.0% | $13,934-98.8% | $28,387-99.4% |