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 | $7,197 | $167,307-95.7% | $143,757-95.0% | $134,475-94.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.87% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,567 | $5,619-72.1% | $4,951-68.3% | $4,740-66.9% |
| Participant deferral / active EE | $2,020 | $6,446-68.7% | $5,637-64.2% | $6,400-68.4% |
| Admin fee / account holder | $271 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |