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 10-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 | $7,247 | $167,307-95.7% | $143,757-95.0% | $134,475-94.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | 1.48% | 0.46%+1.0pp | -0.04%+1.5pp | 417.96%-416.5pp |
| Employer contribution / active EE | $1,897 | $5,619-66.2% | $4,951-61.7% | $4,740-60.0% |
| Participant deferral / active EE | $423 | $6,446-93.4% | $5,637-92.5% | $6,400-93.4% |
| Admin fee / account holder | $154 | $18,088-99.1% | $14,673-98.9% | $11,426-98.7% |