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 7-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 | $6,037 | $99,640-93.9% | $86,436-93.0% | $134,475-95.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.05% | 6782.58%-6784.6pp | 4394.89%-4396.9pp | 417.96%-420.0pp |
| Employer contribution / active EE | $891 | $4,400-79.8% | $3,769-76.4% | $4,740-81.2% |
| Participant deferral / active EE | $1,024 | $7,246-85.9% | $6,952-85.3% | $6,400-84.0% |
| Admin fee / account holder | $33 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |