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 | $17,975 | $142,344-87.4% | $119,609-85.0% | $134,475-86.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.63% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,618 | $5,222-69.0% | $4,232-61.8% | $4,740-65.9% |
| Participant deferral / active EE | $808 | $6,469-87.5% | $5,602-85.6% | $6,400-87.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |