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 | $11,269 | $226,064-95.0% | $182,532-93.8% | $152,861-92.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.53% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $713 | $4,978-85.7% | $4,076-82.5% | $4,762-85.0% |
| Participant deferral / active EE | $936 | $6,368-85.3% | $5,524-83.1% | $5,850-84.0% |
| Admin fee / account holder | $162 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |