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 | $6,138 | $69,518-91.2% | $59,878-89.7% | $135,375-95.5% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.7%+6.3pp | 82.6%-1.7pp |
| Annual return | -4.40% | 7.94%-12.3pp | 3.46%-7.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $308 | $4,206-92.7% | $3,402-91.0% | $5,609-94.5% |
| Admin fee / account holder | $18 | $5,734-99.7% | $3,590-99.5% | $10,827-99.8% |