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 3-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 | $2,733 | $106,515-97.4% | $96,683-97.2% | $139,434-98.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $934 | $4,103-77.2% | $3,737-75.0% | $4,751-80.3% |
| Participant deferral / active EE | $1,145 | $5,454-79.0% | $4,878-76.5% | $6,710-82.9% |
| Admin fee / account holder | $6 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |