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 | $13,657 | $138,065-90.1% | $123,544-88.9% | $135,375-89.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.26% | 153.68%-161.9pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,756 | $5,151-27.1% | $4,628-18.8% | $4,779-21.4% |
| Participant deferral / active EE | $2,064 | $6,799-69.6% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $46 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |