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 7-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 | $4,387 | $133,958-96.7% | $112,228-96.1% | $134,475-96.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.05% | 47.11%-57.2pp | 27.45%-37.5pp | 417.96%-428.0pp |
| Employer contribution / active EE | $822 | $4,038-79.6% | $3,635-77.4% | $4,740-82.7% |
| Participant deferral / active EE | $1,260 | $5,291-76.2% | $4,728-73.4% | $6,400-80.3% |
| Admin fee / account holder | $6 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |