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 10-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 | $9,350 | $138,044-93.2% | $125,339-92.5% | $134,475-93.0% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,152 | $5,243-78.0% | $4,814-76.1% | $4,740-75.7% |
| Participant deferral / active EE | $1,799 | $7,799-76.9% | $7,446-75.8% | $6,400-71.9% |
| Admin fee / account holder | $16 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |