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 | $6,505 | $112,096-94.2% | $95,952-93.2% | $158,922-95.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 12.21% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $881 | $3,198-72.5% | $2,541-65.3% | $4,761-81.5% |
| Participant deferral / active EE | $1,003 | $4,784-79.0% | $4,167-75.9% | $5,982-83.2% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |