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 6-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 | $6,322 | $59,107-89.3% | $86,436-92.7% | $68,494-90.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.23% | -0.23%-17.0pp | 4394.89%-4412.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,802 | $2,519-28.5% | $3,769-52.2% | $2,596-30.6% |
| Participant deferral / active EE | $2,263 | $5,901-61.6% | $6,952-67.4% | $4,027-43.8% |
| Admin fee / account holder | $224 | $5,637-96.0% | $6,731-96.7% | $5,403-95.9% |