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 | $12,578 | $92,222-86.4% | $76,768-83.6% | $135,375-90.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -0.02% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.8pp |
| Employer contribution / active EE | $900 | $3,216-72.0% | $2,485-63.8% | $4,779-81.2% |
| Participant deferral / active EE | $1,091 | $4,509-75.8% | $3,852-71.7% | $5,609-80.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |