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 4-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 | $6,638 | $167,307-96.0% | $143,757-95.4% | $134,475-95.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.42% | 0.46%+1.0pp | -0.04%+1.5pp | 417.96%-416.5pp |
| Employer contribution / active EE | $5,190 | $5,619-7.6% | $4,951+4.8% | $4,740+9.5% |
| Participant deferral / active EE | $976 | $6,446-84.9% | $5,637-82.7% | $6,400-84.7% |
| Admin fee / account holder | $16 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |