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 | $978 | $42,894-97.7% | $60,874-98.4% | $68,494-98.6% |
| Participation rate | 93.5% | 66.8%+26.8pp | 73.1%+20.4pp | 67.9%+25.7pp |
| Annual return | -11.56% | -13.98%+2.4pp | 16.90%-28.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $397 | $2,867-86.1% | $3,817-89.6% | $4,027-90.1% |
| Admin fee / account holder | $4 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |