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 | $5,381 | $157,256-96.6% | $141,162-96.2% | $152,861-96.5% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,590 | $5,261-69.8% | $4,735-66.4% | $4,762-66.6% |
| Participant deferral / active EE | $2,137 | $7,109-69.9% | $6,709-68.1% | $5,850-63.5% |
| Admin fee / account holder | $68 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |