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 9-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 | $13,034 | $124,185-89.5% | $108,410-88.0% | $167,490-92.2% |
| Participation rate | 92.3% | 82.3%+10.0pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 13.44% | 1379.64%-1366.2pp | 905.27%-891.8pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,304 | $4,187-68.9% | $3,558-63.4% | $4,837-73.1% |
| Participant deferral / active EE | $1,862 | $6,908-73.0% | $6,563-71.6% | $6,341-70.6% |
| Admin fee / account holder | $59 | $9,455-99.4% | $7,295-99.2% | $12,309-99.5% |