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 | $4,583 | $133,958-96.6% | $112,228-95.9% | $134,475-96.6% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -0.91% | 47.11%-48.0pp | 27.45%-28.4pp | 417.96%-418.9pp |
| Employer contribution / active EE | $2,460 | $4,038-39.1% | $3,635-32.3% | $4,740-48.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $205 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |