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 | $15,991 | $81,900-80.5% | $119,609-86.6% | $68,494-76.7% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,357 | $4,148-67.3% | $5,602-75.8% | $4,027-66.3% |
| Admin fee / account holder | $90 | $6,582-98.6% | $10,323-99.1% | $5,403-98.3% |