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 | $18,690 | $209,411-91.1% | $178,490-89.5% | $158,922-88.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 36.78% | 188.75%-152.0pp | 151.07%-114.3pp | 302.83%-266.0pp |
| Employer contribution / active EE | $1,900 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $752 | $5,954-87.4% | $5,202-85.5% | $5,982-87.4% |
| Admin fee / account holder | $232 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |