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 | $16,160 | $157,256-89.7% | $141,162-88.6% | $152,861-89.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 17.72% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,577 | $5,261-70.0% | $4,735-66.7% | $4,762-66.9% |
| Participant deferral / active EE | $1,075 | $7,109-84.9% | $6,709-84.0% | $5,850-81.6% |
| Admin fee / account holder | $275 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |