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 6-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 | $3,346 | $105,860-96.8% | $90,749-96.3% | $134,475-97.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.88% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,281 | $3,462-63.0% | $2,921-56.1% | $4,740-73.0% |
| Participant deferral / active EE | $1,050 | $5,216-79.9% | $4,564-77.0% | $6,400-83.6% |
| Admin fee / account holder | $297 | $13,938-97.9% | $8,445-96.5% | $11,426-97.4% |