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 6-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 | $460 | $48,046-99.0% | $84,611-99.5% | $72,985-99.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $475 | $1,602-70.4% | $2,652-82.1% | $2,440-80.6% |
| Participant deferral / active EE | $242 | $2,680-91.0% | $3,899-93.8% | $3,607-93.3% |
| Admin fee / account holder | $1 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |