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 | $103 | $46,674-99.8% | $117,472-99.9% | $68,494-99.8% |
| Participation rate | 74.1% | 56.8%+17.3pp | 70.6%+3.5pp | 67.9%+6.2pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $77 | $2,636-97.1% | $4,070-98.1% | $4,027-98.1% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |