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 9-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 | $10,068 | $112,881-91.1% | $90,951-88.9% | $158,922-93.7% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 25.13% | 215.79%-190.7pp | 134.60%-109.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $513 | $2,893-82.3% | $2,122-75.8% | $4,761-89.2% |
| Participant deferral / active EE | $958 | $4,128-76.8% | $3,373-71.6% | $5,982-84.0% |
| Admin fee / account holder | $126 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |