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 9-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 | $18,016 | $83,908-78.5% | $68,509-73.7% | $125,391-85.6% |
| Participation rate | 91.7% | 78.2%+13.5pp | 74.7%+16.9pp | 83.2%+8.5pp |
| Annual return | -2.51% | 14.48%-17.0pp | 8.27%-10.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $670 | $4,125-83.8% | $3,382-80.2% | $5,352-87.5% |
| Admin fee / account holder | $161 | $8,982-98.2% | $5,275-97.0% | $9,540-98.3% |