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 7-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 | $8,420 | $149,333-94.4% | $106,387-92.1% | $135,375-93.8% |
| Participation rate | 75.0% | 81.5%-6.5pp | 77.5%-2.5pp | 82.6%-7.6pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $865 | $4,984-82.7% | $3,520-75.4% | $4,779-81.9% |
| Participant deferral / active EE | $1,856 | $7,230-74.3% | $5,421-65.8% | $5,609-66.9% |
| Admin fee / account holder | $61 | $15,952-99.6% | $7,510-99.2% | $10,827-99.4% |