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 | $7,341 | $91,911-92.0% | $68,793-89.3% | $135,375-94.6% |
| Participation rate | 90.5% | 76.7%+13.7pp | 72.2%+18.2pp | 82.6%+7.8pp |
| Annual return | -4.33% | -8.22%+3.9pp | -4.63%+0.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,013 | $3,924-74.2% | $2,625-61.4% | $4,779-78.8% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $65 | $9,240-99.3% | $5,131-98.7% | $10,827-99.4% |