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 7-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 | $7,842 | $133,958-94.1% | $112,228-93.0% | $134,475-94.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.50% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,035 | $4,038-74.4% | $3,635-71.5% | $4,740-78.2% |
| Participant deferral / active EE | $1,197 | $5,291-77.4% | $4,728-74.7% | $6,400-81.3% |
| Admin fee / account holder | $38 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |