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 6-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 | $10,300 | $148,534-93.1% | $135,903-92.4% | $139,434-92.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 20.02% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,117 | $5,243-78.7% | $4,856-77.0% | $4,751-76.5% |
| Participant deferral / active EE | $1,997 | $8,100-75.3% | $7,758-74.3% | $6,710-70.2% |
| Admin fee / account holder | $96 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |