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 | $14,275 | $59,107-75.8% | $86,436-83.5% | $68,494-79.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.17% | -0.23%-12.9pp | 4394.89%-4408.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,171 | $2,519+65.6% | $3,769+10.7% | $2,596+60.7% |
| Participant deferral / active EE | $2,197 | $5,901-62.8% | $6,952-68.4% | $4,027-45.5% |
| Admin fee / account holder | $256 | $5,637-95.5% | $6,731-96.2% | $5,403-95.3% |