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 10-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 | $8,509 | $89,753-90.5% | $107,525-92.1% | $84,808-90.0% |
| Participation rate | 94.5% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.2pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,126 | $3,113-63.8% | $3,754-70.0% | $2,631-57.2% |
| Participant deferral / active EE | $1,250 | $4,056-69.2% | $5,116-75.6% | $4,212-70.3% |
| Admin fee / account holder | $115 | $7,222-98.4% | $8,919-98.7% | $7,344-98.4% |