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 | $15,247 | $167,484-90.9% | $151,611-89.9% | $134,475-88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.51% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,145 | $6,829-68.6% | $6,166-65.2% | $4,740-54.8% |
| Participant deferral / active EE | $2,487 | $8,986-72.3% | $8,363-70.3% | $6,400-61.1% |
| Admin fee / account holder | $260 | $13,783-98.1% | $11,616-97.8% | $11,426-97.7% |