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 | $4,728 | $167,307-97.2% | $143,757-96.7% | $134,475-96.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,774 | $5,619+20.5% | $4,951+36.8% | $4,740+42.9% |
| Participant deferral / active EE | $260 | $6,446-96.0% | $5,637-95.4% | $6,400-95.9% |
| Admin fee / account holder | $36 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |