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 | $26,021 | $202,318-87.1% | $172,739-84.9% | $152,861-83.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.44% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,528 | $5,856-73.9% | $5,143-70.3% | $4,762-67.9% |
| Participant deferral / active EE | $1,365 | $5,948-77.1% | $5,198-73.7% | $5,850-76.7% |
| Admin fee / account holder | $227 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |