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 9-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 | $9,108 | $100,754-91.0% | $86,677-89.5% | $134,475-93.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.33% | 29.04%-47.4pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $10,884 | $3,489+211.9% | $2,836+283.7% | $4,740+129.6% |
| Participant deferral / active EE | $297 | $5,338-94.4% | $4,656-93.6% | $6,400-95.4% |
| Admin fee / account holder | $251 | $10,926-97.7% | $7,493-96.6% | $11,426-97.8% |