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 | $17,972 | $82,664-78.3% | $125,339-85.7% | $68,494-73.8% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,396 | $3,381+30.0% | $4,814-8.7% | $2,596+69.3% |
| Participant deferral / active EE | $2,507 | $6,110-59.0% | $7,446-66.3% | $4,027-37.8% |
| Admin fee / account holder | $204 | $6,275-96.8% | $10,010-98.0% | $5,403-96.2% |