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 6-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 | $10,759 | $100,754-89.3% | $86,677-87.6% | $134,475-92.0% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | 109.71% | 29.04%+80.7pp | 35.91%+73.8pp | 417.96%-308.3pp |
| Employer contribution / active EE | $1,012 | $3,489-71.0% | $2,836-64.3% | $4,740-78.6% |
| Participant deferral / active EE | $1,292 | $5,338-75.8% | $4,656-72.3% | $6,400-79.8% |
| Admin fee / account holder | $77 | $10,926-99.3% | $7,493-99.0% | $11,426-99.3% |