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 | $10,123 | $167,484-94.0% | $151,611-93.3% | $134,475-92.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.49% | 7.80%-19.3pp | 3.33%-14.8pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,924 | $6,829-71.8% | $6,166-68.8% | $4,740-59.4% |
| Participant deferral / active EE | $2,225 | $8,986-75.2% | $8,363-73.4% | $6,400-65.2% |
| Admin fee / account holder | $143 | $13,783-99.0% | $11,616-98.8% | $11,426-98.7% |