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 | $10,901 | $80,673-86.5% | $101,326-89.2% | $84,808-87.1% |
| Participation rate | 71.1% | 77.8%-6.7pp | 81.5%-10.4pp | 68.3%+2.7pp |
| Annual return | 14.91% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $513 | $2,698-81.0% | $3,665-86.0% | $2,631-80.5% |
| Participant deferral / active EE | $997 | $6,840-85.4% | $7,994-87.5% | $4,212-76.3% |
| Admin fee / account holder | $25 | $12,784-99.8% | $11,185-99.8% | $7,344-99.7% |