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 | $18,081 | $124,319-85.5% | $111,297-83.8% | $167,490-89.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.74% | 37.44%-27.7pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,709 | $3,435-50.3% | $2,731-37.4% | $4,837-64.7% |
| Participant deferral / active EE | $331 | $5,180-93.6% | $4,487-92.6% | $6,341-94.8% |
| Admin fee / account holder | $144 | $10,618-98.6% | $7,964-98.2% | $12,309-98.8% |