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 | $2,068 | $79,944-97.4% | $98,439-97.9% | $75,163-97.2% |
| Participation rate | 87.9% | 70.4%+17.5pp | 75.2%+12.7pp | 67.2%+20.7pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $863 | $2,264-61.9% | $3,048-71.7% | $2,670-67.7% |
| Participant deferral / active EE | $1,033 | $3,752-72.5% | $4,738-78.2% | $4,125-74.9% |
| Admin fee / account holder | $23 | $6,840-99.7% | $8,948-99.7% | $5,651-99.6% |