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 | $20,762 | $147,167-85.9% | $111,392-81.4% | $135,375-84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.22% | -4.44%-0.8pp | -2.06%-3.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,963 | $5,204-62.3% | $4,328-54.6% | $4,779-58.9% |
| Participant deferral / active EE | $662 | $6,565-89.9% | $5,567-88.1% | $5,609-88.2% |
| Admin fee / account holder | $147 | $20,270-99.3% | $12,266-98.8% | $10,827-98.6% |