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 9-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 | $1,440 | $54,541-97.4% | $78,778-98.2% | $70,131-97.9% |
| Participation rate | 82.9% | 60.8%+22.1pp | 69.2%+13.7pp | 69.5%+13.3pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $577 | $1,089-47.0% | $1,986-70.9% | $2,342-75.4% |
| Participant deferral / active EE | $682 | $2,210-69.1% | $2,958-76.9% | $3,332-79.5% |
| Admin fee / account holder | $33 | $3,709-99.1% | $5,134-99.4% | $4,645-99.3% |