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 | $21,950 | $171,865-87.2% | $149,718-85.3% | $147,584-85.1% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 10.60% | 2113.22%-2102.6pp | 1501.63%-1491.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,412 | $6,275-77.5% | $5,445-74.1% | $4,876-71.1% |
| Participant deferral / active EE | $1,576 | $7,271-78.3% | $6,569-76.0% | $5,439-71.0% |
| Admin fee / account holder | $130 | $13,799-99.1% | $11,283-98.9% | $10,885-98.8% |