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 | $7,282 | $49,280-85.2% | $67,313-89.2% | $64,186-88.7% |
| Participation rate | 88.6% | 60.8%+27.8pp | 69.1%+19.5pp | 69.6%+19.0pp |
| Annual return | -5.02% | -1.39%-3.6pp | -4.08%-0.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $319 | $1,668-80.9% | $2,566-87.6% | $2,381-86.6% |
| Participant deferral / active EE | $808 | $2,484-67.5% | $3,568-77.4% | $3,470-76.7% |
| Admin fee / account holder | $282 | $3,863-92.7% | $4,507-93.7% | $4,888-94.2% |