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 9-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 | $960 | $49,791-98.1% | $78,210-98.8% | $70,131-98.6% |
| Participation rate | 86.2% | 62.3%+23.9pp | 68.7%+17.5pp | 69.5%+16.7pp |
| Annual return | 0.00% | 20.75%-20.7pp | 40.90%-40.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $307 | $1,430-78.5% | $2,034-84.9% | $2,342-86.9% |
| Participant deferral / active EE | $681 | $2,150-68.3% | $2,823-75.9% | $3,332-79.6% |
| Admin fee / account holder | $0 | $3,181-100.0% | $3,758-100.0% | $4,645-100.0% |