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 6-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 | $7,086 | $92,703-92.4% | $82,719-91.4% | $134,475-94.7% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -16.70% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $809 | $3,274-75.3% | $3,009-73.1% | $4,740-82.9% |
| Participant deferral / active EE | $902 | $4,802-81.2% | $4,395-79.5% | $6,400-85.9% |
| Admin fee / account holder | $77 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |