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 | $983 | $70,428-98.6% | $96,562-99.0% | $85,850-98.9% |
| Participation rate | 82.8% | 61.8%+21.0pp | 69.8%+12.9pp | 69.3%+13.4pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $367 | $1,413-74.0% | $2,356-84.4% | $2,565-85.7% |
| Participant deferral / active EE | $628 | $2,894-78.3% | $3,849-83.7% | $3,952-84.1% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |