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 8-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 | $8,059 | $190,805-95.8% | $159,960-95.0% | $134,475-94.0% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -17.70% | 552.23%-569.9pp | 408.60%-426.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $687 | $4,995-86.2% | $4,226-83.7% | $4,740-85.5% |
| Participant deferral / active EE | $1,120 | $6,923-83.8% | $6,182-81.9% | $6,400-82.5% |
| Admin fee / account holder | $82 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |