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 | $8,350 | $177,572-95.3% | $154,803-94.6% | $142,382-94.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 13.24% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,351 | $4,810-71.9% | $4,305-68.6% | $4,299-68.6% |
| Participant deferral / active EE | $110 | $6,272-98.2% | $5,540-98.0% | $6,507-98.3% |
| Admin fee / account holder | $270 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |