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 5-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 | $3,878 | $78,672-95.1% | $109,143-96.4% | $85,850-95.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,079 | $2,735+12.6% | $3,722-17.3% | $2,565+20.0% |
| Participant deferral / active EE | $1,196 | $3,467-65.5% | $4,653-74.3% | $3,952-69.7% |
| Admin fee / account holder | $35 | $5,469-99.4% | $6,752-99.5% | $6,260-99.4% |