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 8-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 | $7,642 | $52,903-85.6% | $73,307-89.6% | $59,632-87.2% |
| Participation rate | 76.7% | 68.2%+8.4pp | 74.9%+1.8pp | 68.7%+8.0pp |
| Annual return | -0.36% | 12.20%-12.6pp | 5.67%-6.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,415 | $4,069-65.2% | $4,991-71.7% | $3,192-55.7% |
| Admin fee / account holder | $56 | $3,834-98.6% | $5,637-99.0% | $4,297-98.7% |