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 | $2,946 | $149,734-98.0% | $118,925-97.5% | $158,922-98.1% |
| Participation rate | 72.2% | 82.1%-9.9pp | 75.4%-3.2pp | 82.0%-9.7pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $833 | $4,115-79.8% | $3,263-74.5% | $4,761-82.5% |
| Participant deferral / active EE | $1,203 | $5,223-77.0% | $4,265-71.8% | $5,982-79.9% |
| Admin fee / account holder | $18 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |