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 | $5,095 | $77,899-93.5% | $149,673-96.6% | $75,163-93.2% |
| Participation rate | 95.4% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 22.02% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $513 | $3,411-84.9% | $5,680-91.0% | $4,125-87.6% |
| Admin fee / account holder | $158 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |