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 | $18,708 | $72,277-74.1% | $101,248-81.5% | $79,858-76.6% |
| Participation rate | 78.7% | 68.5%+10.3pp | 75.8%+2.9pp | 69.6%+9.1pp |
| Annual return | 19.56% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,128 | $2,692-21.0% | $3,660-41.9% | $2,471-13.9% |
| Participant deferral / active EE | $781 | $3,282-76.2% | $4,370-82.1% | $3,740-79.1% |
| Admin fee / account holder | $155 | $4,400-96.5% | $5,945-97.4% | $5,306-97.1% |