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 9-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 | $5,061 | $56,357-91.0% | $104,294-95.1% | $68,494-92.6% |
| Participation rate | 95.6% | 63.3%+32.3pp | 73.3%+22.3pp | 67.9%+27.7pp |
| Annual return | -16.49% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,110 | $1,960-43.4% | $3,372-67.1% | $2,596-57.3% |
| Participant deferral / active EE | $634 | $3,077-79.4% | $4,625-86.3% | $4,027-84.2% |
| Admin fee / account holder | $54 | $4,903-98.9% | $7,339-99.3% | $5,403-99.0% |