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 9-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 | $1,971 | $64,348-96.9% | $90,160-97.8% | $70,131-97.2% |
| Participation rate | 93.6% | 70.4%+23.2pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $660 | $2,046-67.7% | $3,318-80.1% | $2,342-71.8% |
| Participant deferral / active EE | $886 | $4,389-79.8% | $5,288-83.2% | $3,332-73.4% |
| Admin fee / account holder | $18 | $3,944-99.5% | $5,943-99.7% | $4,645-99.6% |