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 | $21,770 | $140,588-84.5% | $123,104-82.3% | $125,391-82.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.98% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,217 | $6,041-79.9% | $5,151-76.4% | $4,866-75.0% |
| Participant deferral / active EE | $1,035 | $6,980-85.2% | $6,230-83.4% | $5,352-80.7% |
| Admin fee / account holder | $41 | $11,198-99.6% | $9,015-99.5% | $9,540-99.6% |