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 | $1,112 | $45,073-97.5% | $69,455-98.4% | $72,985-98.5% |
| Participation rate | 81.8% | 68.5%+13.3pp | 74.6%+7.2pp | 69.5%+12.3pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $423 | $2,054-79.4% | $2,779-84.8% | $2,440-82.7% |
| Participant deferral / active EE | $455 | $2,602-82.5% | $3,535-87.1% | $3,607-87.4% |
| Admin fee / account holder | $6 | $3,056-99.8% | $3,839-99.8% | $5,124-99.9% |