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 10-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 | $6,049 | $138,065-95.6% | $123,544-95.1% | $135,375-95.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -2.58% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,016 | $5,151-80.3% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $1,643 | $6,799-75.8% | $6,426-74.4% | $5,609-70.7% |
| Admin fee / account holder | $123 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |