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 | $3,399 | $92,703-96.3% | $82,719-95.9% | $134,475-97.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -7.62% | 944.92%-952.5pp | 701.18%-708.8pp | 417.96%-425.6pp |
| Employer contribution / active EE | $379 | $3,274-88.4% | $3,009-87.4% | $4,740-92.0% |
| Participant deferral / active EE | $696 | $4,802-85.5% | $4,395-84.2% | $6,400-89.1% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |