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 | $27,087 | $180,449-85.0% | $154,107-82.4% | $135,375-80.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.54% | 888.09%-892.6pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,070 | $6,035-65.7% | $5,298-60.9% | $4,779-56.7% |
| Participant deferral / active EE | $967 | $5,806-83.4% | $5,081-81.0% | $5,609-82.8% |
| Admin fee / account holder | $120 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |