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 5-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 | $9,297 | $138,044-93.3% | $125,339-92.6% | $134,475-93.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.29% | 750.33%-757.6pp | 572.05%-579.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $1,872 | $5,243-64.3% | $4,814-61.1% | $4,740-60.5% |
| Participant deferral / active EE | $1,279 | $7,799-83.6% | $7,446-82.8% | $6,400-80.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |