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 8-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 | $2,142 | $144,119-98.5% | $117,854-98.2% | $147,584-98.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,358 | $4,896-72.3% | $3,786-64.1% | $4,876-72.1% |
| Participant deferral / active EE | $769 | $5,316-85.5% | $4,482-82.9% | $5,439-85.9% |
| Admin fee / account holder | $2 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |