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 3-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 | $10,747 | $73,004-85.3% | $90,749-88.2% | $68,494-84.3% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $11,327 | $2,193+416.5% | $2,921+287.8% | $2,596+336.3% |
| Participant deferral / active EE | $1,288 | $3,627-64.5% | $4,564-71.8% | $4,027-68.0% |
| Admin fee / account holder | $5 | $5,896-99.9% | $8,445-99.9% | $5,403-99.9% |