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 9-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 | $15,031 | $129,942-88.4% | $104,294-85.6% | $134,475-88.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.33% | 42.03%-61.4pp | 24.61%-43.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $800 | $4,184-80.9% | $3,372-76.3% | $4,740-83.1% |
| Participant deferral / active EE | $1,000 | $5,588-82.1% | $4,625-78.4% | $6,400-84.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |