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 | $9,265 | $43,327-78.6% | $59,878-84.5% | $64,186-85.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.55%-3.2pp | 3.46%-8.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,040 | $2,028-48.8% | $2,722-61.8% | $2,381-56.3% |
| Participant deferral / active EE | $232 | $2,546-90.9% | $3,402-93.2% | $3,470-93.3% |
| Admin fee / account holder | $246 | $3,005-91.8% | $3,590-93.2% | $4,888-95.0% |