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 | $10,918 | $65,409-83.3% | $98,442-88.9% | $85,850-87.3% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.3%+18.2pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $872 | $2,168-59.8% | $2,960-70.5% | $2,565-66.0% |
| Participant deferral / active EE | $796 | $3,166-74.9% | $4,276-81.4% | $3,952-79.9% |
| Admin fee / account holder | -$462 | $4,593-110.1% | $5,949-107.8% | $6,260-107.4% |