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 | $1,408 | $80,717-98.3% | $154,803-99.1% | $84,808-98.3% |
| Participation rate | 78.5% | 66.8%+11.7pp | 78.1%+0.4pp | 68.3%+10.2pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $586 | $2,761-78.8% | $4,305-86.4% | $2,631-77.7% |
| Participant deferral / active EE | $572 | $3,303-82.7% | $5,540-89.7% | $4,212-86.4% |
| Admin fee / account holder | $159 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |