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 | $14,613 | $82,664-82.3% | $125,339-88.3% | $68,494-78.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,533 | $3,381+34.1% | $4,814-5.8% | $2,596+74.6% |
| Participant deferral / active EE | $2,267 | $6,110-62.9% | $7,446-69.6% | $4,027-43.7% |
| Admin fee / account holder | $36 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |