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 | $19,563 | $157,256-87.6% | $141,162-86.1% | $152,861-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.68% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,359 | $5,261-74.2% | $4,735-71.3% | $4,762-71.5% |
| Participant deferral / active EE | $1,662 | $7,109-76.6% | $6,709-75.2% | $5,850-71.6% |
| Admin fee / account holder | $88 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |