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 | $803 | $49,177-98.4% | $79,464-99.0% | $64,186-98.7% |
| Participation rate | 78.8% | 65.0%+13.8pp | 73.3%+5.4pp | 69.6%+9.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $244 | $2,821-91.3% | $3,704-93.4% | $3,470-93.0% |
| Admin fee / account holder | $5 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |