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 9-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 | $8,890 | $190,805-95.3% | $159,960-94.4% | $134,475-93.4% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -15.37% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,091 | $4,995-38.1% | $4,226-26.9% | $4,740-34.8% |
| Participant deferral / active EE | $731 | $6,923-89.4% | $6,182-88.2% | $6,400-88.6% |
| Admin fee / account holder | $37 | $10,471-99.6% | $8,698-99.6% | $11,426-99.7% |