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 | $1,829 | $70,669-97.4% | $169,368-98.9% | $75,163-97.6% |
| Participation rate | 97.5% | 64.8%+32.7pp | 77.1%+20.4pp | 67.2%+30.3pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $676 | $2,211-69.4% | $4,013-83.2% | $2,670-74.7% |
| Participant deferral / active EE | $1,241 | $4,311-71.2% | $6,221-80.1% | $4,125-69.9% |
| Admin fee / account holder | $256 | $5,402-95.3% | $9,003-97.2% | $5,651-95.5% |