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 | $8,416 | $198,466-95.8% | $170,442-95.1% | $147,584-94.3% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 28.54% | 257.29%-228.8pp | 205.93%-177.4pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,678 | $6,184-72.9% | $5,433-69.1% | $4,876-65.6% |
| Participant deferral / active EE | $1,432 | $5,629-74.6% | $4,939-71.0% | $5,439-73.7% |
| Admin fee / account holder | $78 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |