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 | $7,728 | $67,411-88.5% | $91,001-91.5% | $70,131-89.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.20% | -40.16%+59.4pp | 4.60%+14.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,325 | $1,786-25.8% | $2,456-46.0% | $2,342-43.4% |
| Participant deferral / active EE | $953 | $2,823-66.2% | $3,547-73.1% | $3,332-71.4% |
| Admin fee / account holder | $52 | $4,236-98.8% | $5,417-99.0% | $4,645-98.9% |