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 | $10,476 | $135,952-92.3% | $123,892-91.5% | $273,961-96.2% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 5.69% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,496 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $1,272 | $6,343-79.9% | $5,984-78.7% | $5,287-75.9% |
| Admin fee / account holder | $32 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |