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 | $12,871 | $162,781-92.1% | $133,956-90.4% | $158,922-91.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.16% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,084 | $4,975-78.2% | $3,919-72.3% | $4,761-77.2% |
| Participant deferral / active EE | $1,708 | $5,911-71.1% | $5,048-66.2% | $5,982-71.4% |
| Admin fee / account holder | $111 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |