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 | $7,774 | $45,035-82.7% | $62,995-87.7% | $70,131-88.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.96% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $999 | $2,051-51.3% | $2,759-63.8% | $2,342-57.3% |
| Participant deferral / active EE | $181 | $2,465-92.7% | $3,329-94.6% | $3,332-94.6% |
| Admin fee / account holder | $98 | $2,834-96.5% | $3,600-97.3% | $4,645-97.9% |