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 | $9,478 | $180,028-94.7% | $138,135-93.1% | $158,922-94.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 5.83% | 21.68%-15.9pp | 20.51%-14.7pp | 302.83%-297.0pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $643 | $7,717-91.7% | $6,431-90.0% | $5,982-89.2% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |