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 | $1,269 | $65,409-98.1% | $98,442-98.7% | $85,850-98.5% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.3%+3.4pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $401 | $2,168-81.5% | $2,960-86.4% | $2,565-84.4% |
| Participant deferral / active EE | $553 | $3,166-82.5% | $4,276-87.1% | $3,952-86.0% |
| Admin fee / account holder | $14 | $4,593-99.7% | $5,949-99.8% | $6,260-99.8% |