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 | $8,965 | $183,963-95.1% | $162,163-94.5% | $152,861-94.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 24.95% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,627 | $6,371-74.5% | $5,614-71.0% | $4,762-65.8% |
| Participant deferral / active EE | $1,665 | $8,034-79.3% | $7,298-77.2% | $5,850-71.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |