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 6-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 | $1,663 | $63,861-97.4% | $104,607-98.4% | $79,858-97.9% |
| Participation rate | 75.0% | 64.9%+10.1pp | 74.1%+0.9pp | 69.6%+5.4pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $625 | $1,588-60.6% | $2,681-76.7% | $2,471-74.7% |
| Participant deferral / active EE | $876 | $2,693-67.5% | $3,740-76.6% | $3,740-76.6% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |