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 | $14,040 | $112,096-87.5% | $95,952-85.4% | $158,922-91.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.29% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $797 | $3,198-75.1% | $2,541-68.6% | $4,761-83.3% |
| Participant deferral / active EE | $1,086 | $4,784-77.3% | $4,167-73.9% | $5,982-81.8% |
| Admin fee / account holder | $161 | $10,130-98.4% | $6,795-97.6% | $11,246-98.6% |