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 5-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 | $13,408 | $129,942-89.7% | $104,294-87.1% | $134,475-90.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.85% | 42.03%-54.9pp | 24.61%-37.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $742 | $4,184-82.3% | $3,372-78.0% | $4,740-84.3% |
| Participant deferral / active EE | $428 | $5,588-92.3% | $4,625-90.8% | $6,400-93.3% |
| Admin fee / account holder | $11 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |