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 5-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 | $14,117 | $165,984-91.5% | $164,813-91.4% | $145,922-90.3% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 162.98% | 100.03%+63.0pp | 69.93%+93.1pp | 561.29%-398.3pp |
| Employer contribution / active EE | $1,357 | $5,273-74.3% | $4,341-68.7% | $4,660-70.9% |
| Participant deferral / active EE | $1,623 | $6,959-76.7% | $6,031-73.1% | $6,688-75.7% |
| Admin fee / account holder | $246 | $16,648-98.5% | $12,690-98.1% | $13,397-98.2% |