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 8-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 | $4,698 | $93,024-95.0% | $77,024-93.9% | $134,475-96.5% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -17.75% | 62.60%-80.3pp | 42.32%-60.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $449 | $3,418-86.9% | $2,812-84.0% | $4,740-90.5% |
| Participant deferral / active EE | $513 | $5,238-90.2% | $4,426-88.4% | $6,400-92.0% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |