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 | $24,405 | $202,318-87.9% | $172,739-85.9% | $152,861-84.0% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 21.35% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,089 | $5,856-64.3% | $5,143-59.4% | $4,762-56.1% |
| Participant deferral / active EE | $791 | $5,948-86.7% | $5,198-84.8% | $5,850-86.5% |
| Admin fee / account holder | $286 | $17,109-98.3% | $13,954-98.0% | $11,596-97.5% |