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 | $15,422 | $162,781-90.5% | $133,956-88.5% | $158,922-90.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 13.13% | 41.94%-28.8pp | 45.09%-32.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,688 | $4,975-66.1% | $3,919-56.9% | $4,761-64.5% |
| Participant deferral / active EE | $1,681 | $5,911-71.6% | $5,048-66.7% | $5,982-71.9% |
| Admin fee / account holder | $174 | $11,736-98.5% | $8,927-98.0% | $11,246-98.4% |