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 | $17,597 | $214,378-91.8% | $200,582-91.2% | $142,382-87.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 18.31% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,817 | $6,841-58.8% | $6,419-56.1% | $4,299-34.5% |
| Participant deferral / active EE | $468 | $9,865-95.3% | $9,331-95.0% | $6,507-92.8% |
| Admin fee / account holder | $130 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |