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 | $347 | $62,573-99.4% | $85,682-99.6% | $85,850-99.6% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.9%+26.4pp | 69.3%+27.0pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $531 | $2,802-81.1% | $3,923-86.5% | $3,952-86.6% |
| Admin fee / account holder | $1 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |