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 5-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 | $2,183 | $53,822-95.9% | $75,696-97.1% | $85,850-97.5% |
| Participation rate | 70.2% | 69.1%+1.1pp | 74.8%-4.6pp | 69.3%+0.9pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $772 | $2,017-61.7% | $2,743-71.8% | $2,565-69.9% |
| Participant deferral / active EE | $699 | $2,895-75.9% | $3,821-81.7% | $3,952-82.3% |
| Admin fee / account holder | $22 | $3,343-99.3% | $3,619-99.4% | $6,260-99.7% |