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 | $3,641 | $105,181-96.5% | $159,436-97.7% | $85,850-95.8% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,029 | $3,318-69.0% | $4,829-78.7% | $2,565-59.9% |
| Participant deferral / active EE | $1,631 | $5,945-72.6% | $7,352-77.8% | $3,952-58.7% |
| Admin fee / account holder | $41 | $6,933-99.4% | $10,799-99.6% | $6,260-99.3% |