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 8-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 | $1,030 | $58,208-98.2% | $81,812-98.7% | $80,856-98.7% |
| Participation rate | 78.6% | 63.4%+15.2pp | 72.3%+6.2pp | 67.6%+10.9pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $306 | $2,340-86.9% | $2,912-89.5% | $2,755-88.9% |
| Participant deferral / active EE | $697 | $3,281-78.8% | $4,319-83.9% | $4,296-83.8% |
| Admin fee / account holder | $39 | $4,981-99.2% | $7,386-99.5% | $6,918-99.4% |