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 | $713 | $65,409-98.9% | $98,442-99.3% | $85,850-99.2% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $609 | $3,166-80.8% | $4,276-85.8% | $3,952-84.6% |
| Admin fee / account holder | $15 | $4,593-99.7% | $5,949-99.8% | $6,260-99.8% |