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 | $2,701 | $87,540-96.9% | $75,781-96.4% | $125,391-97.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.68% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,147 | $3,930-70.8% | $3,323-65.5% | $4,866-76.4% |
| Participant deferral / active EE | $433 | $4,229-89.8% | $3,651-88.1% | $5,352-91.9% |
| Admin fee / account holder | $27 | $6,502-99.6% | $5,299-99.5% | $9,540-99.7% |