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 | $28,491 | $181,894-84.3% | $156,549-81.8% | $273,961-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.52% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $20,000 | $6,248+220.1% | $5,501+263.6% | $4,869+310.8% |
| Participant deferral / active EE | $524 | $5,550-90.6% | $4,871-89.2% | $5,287-90.1% |
| Admin fee / account holder | $252 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |