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 9-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 | $16,740 | $124,319-86.5% | $111,297-85.0% | $167,490-90.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 17.29% | 37.44%-20.1pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,242 | $3,435-63.8% | $2,731-54.5% | $4,837-74.3% |
| Participant deferral / active EE | $1,358 | $5,180-73.8% | $4,487-69.7% | $6,341-78.6% |
| Admin fee / account holder | $19 | $10,618-99.8% | $7,964-99.8% | $12,309-99.8% |