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 | $11,561 | $117,841-90.2% | $102,423-88.7% | $145,922-92.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 55.61% | 31.65%+24.0pp | 29.32%+26.3pp | 561.29%-505.7pp |
| Employer contribution / active EE | $1,298 | $3,615-64.1% | $3,023-57.1% | $4,660-72.1% |
| Participant deferral / active EE | $1,298 | $5,731-77.3% | $5,053-74.3% | $6,688-80.6% |
| Admin fee / account holder | $16 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |