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 | $23,731 | $197,591-88.0% | $177,821-86.7% | $158,922-85.1% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.7%-3.5pp | 82.0%+2.3pp |
| Annual return | 20.78% | 58.76%-38.0pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,500 | $6,697-77.6% | $5,918-74.7% | $4,761-68.5% |
| Participant deferral / active EE | $2,399 | $8,405-71.5% | $7,714-68.9% | $5,982-59.9% |
| Admin fee / account holder | $213 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |