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 | $6,442 | $226,064-97.2% | $182,532-96.5% | $152,861-95.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 20.91% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,088 | $4,978-78.1% | $4,076-73.3% | $4,762-77.2% |
| Participant deferral / active EE | $443 | $6,368-93.0% | $5,524-92.0% | $5,850-92.4% |
| Admin fee / account holder | $266 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |