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 | $21,621 | $180,449-88.0% | $154,107-86.0% | $135,375-84.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.40% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,055 | $6,035-49.4% | $5,298-42.3% | $4,779-36.1% |
| Participant deferral / active EE | $1,194 | $5,806-79.4% | $5,081-76.5% | $5,609-78.7% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |