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 | $9,609 | $63,355-84.8% | $91,989-89.6% | $72,985-86.8% |
| Participation rate | 71.4% | 72.5%-1.1pp | 78.6%-7.2pp | 69.5%+1.9pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $8,923 | $2,116+321.8% | $3,452+158.5% | $2,440+265.7% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |