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 | $12,899 | $97,044-86.7% | $83,333-84.5% | $135,375-90.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.35% | 12.31%-16.7pp | 10.63%-15.0pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,141 | $4,143-72.5% | $3,379-66.2% | $4,779-76.1% |
| Participant deferral / active EE | $1,140 | $5,964-80.9% | $5,565-79.5% | $5,609-79.7% |
| Admin fee / account holder | $79 | $8,380-99.1% | $7,510-98.9% | $10,827-99.3% |