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 | $12,911 | $103,376-87.5% | $87,100-85.2% | $152,861-91.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.91% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,493 | $3,220-22.6% | $2,521-1.1% | $4,762-47.7% |
| Participant deferral / active EE | $1,473 | $4,778-69.2% | $4,049-63.6% | $5,850-74.8% |
| Admin fee / account holder | $204 | $12,205-98.3% | $7,497-97.3% | $11,596-98.2% |