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 | $14,691 | $153,772-90.4% | $133,980-89.0% | $273,961-94.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.22% | 36.51%-32.3pp | 29.30%-25.1pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,281 | $6,029-78.8% | $5,211-75.4% | $4,869-73.7% |
| Participant deferral / active EE | $1,530 | $6,958-78.0% | $6,282-75.6% | $5,287-71.1% |
| Admin fee / account holder | $194 | $11,765-98.4% | $9,324-97.9% | $10,132-98.1% |