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 | $7,455 | $171,865-95.7% | $149,718-95.0% | $147,584-94.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 34.10% | 2113.22%-2079.1pp | 1501.63%-1467.5pp | 578.55%-544.4pp |
| Employer contribution / active EE | $2,119 | $6,275-66.2% | $5,445-61.1% | $4,876-56.5% |
| Participant deferral / active EE | $2,374 | $7,271-67.4% | $6,569-63.9% | $5,439-56.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |