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 | $16,698 | $124,319-86.6% | $111,297-85.0% | $167,490-90.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 34.99% | 37.44%-2.4pp | 54.65%-19.7pp | 478.56%-443.6pp |
| Employer contribution / active EE | $2,379 | $3,435-30.8% | $2,731-12.9% | $4,837-50.8% |
| Participant deferral / active EE | $968 | $5,180-81.3% | $4,487-78.4% | $6,341-84.7% |
| Admin fee / account holder | $1 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |