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 | $4,677 | $54,229-91.4% | $70,092-93.3% | $68,494-93.2% |
| Participation rate | 92.0% | 64.5%+27.5pp | 70.5%+21.5pp | 67.9%+24.1pp |
| Annual return | -18.23% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $980 | $2,956-66.9% | $3,849-74.5% | $4,027-75.7% |
| Admin fee / account holder | $62 | $4,694-98.7% | $6,267-99.0% | $5,403-98.9% |