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 | $3,333 | $124,319-97.3% | $111,297-97.0% | $167,490-98.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,258 | $3,435-34.3% | $2,731-17.3% | $4,837-53.3% |
| Participant deferral / active EE | $632 | $5,180-87.8% | $4,487-85.9% | $6,341-90.0% |
| Admin fee / account holder | $34 | $10,618-99.7% | $7,964-99.6% | $12,309-99.7% |