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 6-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 | $2,701 | $98,750-97.3% | $149,696-98.2% | $79,858-96.6% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,055 | $3,216-67.2% | $4,644-77.3% | $2,471-57.3% |
| Participant deferral / active EE | $1,813 | $5,680-68.1% | $6,842-73.5% | $3,740-51.5% |
| Admin fee / account holder | $200 | $6,053-96.7% | $9,309-97.9% | $5,306-96.2% |