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 | $3,038 | $88,594-96.6% | $70,092-95.7% | $134,475-97.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 70.5%+19.5pp | 81.2%+8.8pp |
| Annual return | -18.52% | 442.67%-461.2pp | 190.73%-209.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $384 | $3,233-88.1% | $2,559-85.0% | $4,740-91.9% |
| Participant deferral / active EE | $626 | $4,772-86.9% | $3,849-83.7% | $6,400-90.2% |
| Admin fee / account holder | $44 | $10,441-99.6% | $6,267-99.3% | $11,426-99.6% |