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 | $19,681 | $73,004-73.0% | $90,749-78.3% | $68,494-71.3% |
| Participation rate | 88.6% | 70.8%+17.7pp | 75.7%+12.9pp | 67.9%+20.7pp |
| Annual return | -11.00% | -13.81%+2.8pp | -12.16%+1.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,212 | $3,627-66.6% | $4,564-73.4% | $4,027-69.9% |
| Admin fee / account holder | $206 | $5,896-96.5% | $8,445-97.6% | $5,403-96.2% |