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 8-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 | $10,747 | $92,222-88.3% | $76,768-86.0% | $135,375-92.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,079 | $3,216-66.4% | $2,485-56.6% | $4,779-77.4% |
| Participant deferral / active EE | $1,055 | $4,509-76.6% | $3,852-72.6% | $5,609-81.2% |
| Admin fee / account holder | $24 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |