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 | $17,081 | $168,632-89.9% | $147,614-88.4% | $125,391-86.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.47% | 77.65%-81.1pp | 61.98%-65.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,396 | $6,252-77.7% | $5,564-74.9% | $4,866-71.3% |
| Participant deferral / active EE | $270 | $5,507-95.1% | $4,895-94.5% | $5,352-95.0% |
| Admin fee / account holder | $167 | $13,580-98.8% | $11,611-98.6% | $9,540-98.3% |