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 | $3,078 | $99,640-96.9% | $86,436-96.4% | $134,475-97.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,162 | $4,400-73.6% | $3,769-69.2% | $4,740-75.5% |
| Participant deferral / active EE | $1,694 | $7,246-76.6% | $6,952-75.6% | $6,400-73.5% |
| Admin fee / account holder | $1 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |