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 6-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 | $7,688 | $138,044-94.4% | $125,339-93.9% | $134,475-94.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,100 | $5,243-79.0% | $4,814-77.1% | $4,740-76.8% |
| Participant deferral / active EE | $1,964 | $7,799-74.8% | $7,446-73.6% | $6,400-69.3% |
| Admin fee / account holder | $146 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |