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 5-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 | $2,183 | $100,754-97.8% | $86,677-97.5% | $134,475-98.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $812 | $3,489-76.7% | $2,836-71.4% | $4,740-82.9% |
| Participant deferral / active EE | $1,312 | $5,338-75.4% | $4,656-71.8% | $6,400-79.5% |
| Admin fee / account holder | $44 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |