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 4-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 | $10,857 | $92,222-88.2% | $76,768-85.9% | $135,375-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.60% | 5.46%-6.1pp | 2.43%-3.0pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,500 | $3,216+8.8% | $2,485+40.8% | $4,779-26.8% |
| Participant deferral / active EE | $1,040 | $4,509-76.9% | $3,852-73.0% | $5,609-81.5% |
| Admin fee / account holder | $36 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |