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 | $5,124 | $65,409-92.2% | $98,442-94.8% | $85,850-94.0% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,371 | $2,168+55.5% | $2,960+13.9% | $2,565+31.4% |
| Participant deferral / active EE | $862 | $3,166-72.8% | $4,276-79.9% | $3,952-78.2% |
| Admin fee / account holder | $11 | $4,593-99.8% | $5,949-99.8% | $6,260-99.8% |