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 | $11,154 | $98,750-88.7% | $149,696-92.5% | $79,858-86.0% |
| Participation rate | 92.7% | 75.8%+17.0pp | 82.5%+10.3pp | 69.6%+23.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $622 | $3,216-80.7% | $4,644-86.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,254 | $5,680-77.9% | $6,842-81.7% | $3,740-66.5% |
| Admin fee / account holder | $56 | $6,053-99.1% | $9,309-99.4% | $5,306-99.0% |