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 | $7,529 | $211,958-96.4% | $169,463-95.6% | $135,375-94.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.84% | 3.26%-6.1pp | 1.83%-4.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $612 | $5,120-88.0% | $4,159-85.3% | $4,779-87.2% |
| Participant deferral / active EE | $740 | $6,075-87.8% | $5,277-86.0% | $5,609-86.8% |
| Admin fee / account holder | -$22 | $11,471-100.2% | $9,109-100.2% | $10,827-100.2% |