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 | $7,002 | $100,754-93.1% | $86,677-91.9% | $134,475-94.8% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -18.70% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $795 | $3,489-77.2% | $2,836-72.0% | $4,740-83.2% |
| Participant deferral / active EE | $1,297 | $5,338-75.7% | $4,656-72.2% | $6,400-79.7% |
| Admin fee / account holder | $114 | $10,926-99.0% | $7,493-98.5% | $11,426-99.0% |