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 | $7,754 | $102,616-92.4% | $81,983-90.5% | $158,922-95.1% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 10.66% | 61.04%-50.4pp | 41.31%-30.6pp | 302.83%-292.2pp |
| Employer contribution / active EE | $535 | $3,240-83.5% | $2,498-78.6% | $4,761-88.8% |
| Participant deferral / active EE | $703 | $4,648-84.9% | $3,722-81.1% | $5,982-88.3% |
| Admin fee / account holder | $138 | $8,235-98.3% | $5,664-97.6% | $11,246-98.8% |