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 | $13,482 | $157,256-91.4% | $141,162-90.4% | $152,861-91.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.17% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,595 | $5,261-69.7% | $4,735-66.3% | $4,762-66.5% |
| Participant deferral / active EE | $1,595 | $7,109-77.6% | $6,709-76.2% | $5,850-72.7% |
| Admin fee / account holder | $119 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |