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 | $26,168 | $160,055-83.7% | $140,016-81.3% | $135,375-80.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.51% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,919 | $6,420-70.1% | $5,606-65.8% | $4,779-59.8% |
| Participant deferral / active EE | $2,212 | $7,642-71.1% | $6,927-68.1% | $5,609-60.6% |
| Admin fee / account holder | $66 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |