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 | $6,402 | $138,044-95.4% | $125,339-94.9% | $134,475-95.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -4.61% | 750.33%-754.9pp | 572.05%-576.7pp | 417.96%-422.6pp |
| Employer contribution / active EE | $1,180 | $5,243-77.5% | $4,814-75.5% | $4,740-75.1% |
| Participant deferral / active EE | $2,219 | $7,799-71.6% | $7,446-70.2% | $6,400-65.3% |
| Admin fee / account holder | $214 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |