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 | $830 | $65,041-98.7% | $90,951-99.1% | $79,858-99.0% |
| Participation rate | 95.8% | 61.6%+34.2pp | 69.0%+26.8pp | 69.6%+26.2pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $258 | $1,247-79.3% | $2,122-87.8% | $2,471-89.5% |
| Participant deferral / active EE | $471 | $2,512-81.2% | $3,373-86.0% | $3,740-87.4% |
| Admin fee / account holder | $1 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |