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 8-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 | $3,051 | $53,162-94.3% | $91,220-96.7% | $68,494-95.5% |
| Participation rate | 93.3% | 63.2%+30.1pp | 73.2%+20.1pp | 67.9%+25.4pp |
| Annual return | -19.05% | -3.14%-15.9pp | 114.01%-133.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $812 | $1,709-52.5% | $2,850-71.5% | $2,596-68.7% |
| Participant deferral / active EE | $1,010 | $2,974-66.0% | $4,234-76.1% | $4,027-74.9% |
| Admin fee / account holder | $240 | $4,493-94.7% | $5,420-95.6% | $5,403-95.6% |