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 4-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 | $1,505 | $92,703-98.4% | $82,719-98.2% | $134,475-98.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $503 | $3,274-84.6% | $3,009-83.3% | $4,740-89.4% |
| Participant deferral / active EE | $712 | $4,802-85.2% | $4,395-83.8% | $6,400-88.9% |
| Admin fee / account holder | $83 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |