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 | $3,767 | $138,065-97.3% | $123,544-97.0% | $135,375-97.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.96% | 153.68%-162.6pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,927 | $5,151-43.2% | $4,628-36.8% | $4,779-38.7% |
| Participant deferral / active EE | $319 | $6,799-95.3% | $6,426-95.0% | $5,609-94.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |