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 4-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 | $1,701 | $59,805-97.2% | $79,550-97.9% | $68,494-97.5% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.5%+27.6pp | 67.9%+29.2pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,070 | $1,505-28.9% | $2,413-55.7% | $2,596-58.8% |
| Participant deferral / active EE | $1,272 | $3,024-57.9% | $3,985-68.1% | $4,027-68.4% |
| Admin fee / account holder | $69 | $4,835-98.6% | $6,832-99.0% | $5,403-98.7% |