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 7-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 | $2,342 | $83,477-97.2% | $125,175-98.1% | $72,985-96.8% |
| Participation rate | 90.5% | 73.3%+17.2pp | 79.8%+10.7pp | 69.5%+21.0pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $794 | $2,345-66.1% | $3,865-79.5% | $2,440-67.4% |
| Participant deferral / active EE | $1,211 | $3,585-66.2% | $4,937-75.5% | $3,607-66.4% |
| Admin fee / account holder | $28 | $5,517-99.5% | $9,702-99.7% | $5,124-99.5% |