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 | $11,808 | $78,705-85.0% | $117,854-90.0% | $70,131-83.2% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 14.18% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $612 | $2,223-72.5% | $3,786-83.8% | $2,342-73.9% |
| Participant deferral / active EE | $949 | $3,297-71.2% | $4,482-78.8% | $3,332-71.5% |
| Admin fee / account holder | $195 | $5,065-96.2% | $8,020-97.6% | $4,645-95.8% |