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 | $6,927 | $138,065-95.0% | $123,544-94.4% | $135,375-94.9% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | 23.05% | 153.68%-130.6pp | 119.20%-96.1pp | 519.73%-496.7pp |
| Employer contribution / active EE | $1,118 | $5,151-78.3% | $4,628-75.8% | $4,779-76.6% |
| Participant deferral / active EE | $1,976 | $6,799-70.9% | $6,426-69.3% | $5,609-64.8% |
| Admin fee / account holder | $128 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |