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 | $10,010 | $88,583-88.7% | $88,497-88.7% | $273,961-96.3% |
| Participation rate | 95.0% | 83.5%+11.5pp | 82.4%+12.6pp | 83.0%+12.0pp |
| Annual return | 10.64% | 5.68%+5.0pp | 7.63%+3.0pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,117 | $4,502-75.2% | $4,036-72.3% | $4,869-77.1% |
| Participant deferral / active EE | $635 | $4,891-87.0% | $4,899-87.0% | $5,287-88.0% |
| Admin fee / account holder | $150 | $8,980-98.3% | $6,220-97.6% | $10,132-98.5% |