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 | $8,234 | $97,757-91.6% | $83,848-90.2% | $135,375-93.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.23% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,047 | $4,222-75.2% | $3,631-71.2% | $4,779-78.1% |
| Participant deferral / active EE | $1,047 | $4,682-77.6% | $4,082-74.3% | $5,609-81.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |