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 7-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 | $6,071 | $82,664-92.7% | $125,339-95.2% | $68,494-91.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $783 | $3,381-76.8% | $4,814-83.7% | $2,596-69.8% |
| Participant deferral / active EE | $1,371 | $6,110-77.6% | $7,446-81.6% | $4,027-66.0% |
| Admin fee / account holder | $87 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |