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 7-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 | $389 | $95,193-99.6% | $76,523-99.5% | $135,375-99.7% |
| Participation rate | 93.3% | 74.4%+18.9pp | 68.0%+25.3pp | 82.6%+10.7pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $156 | $3,302-95.3% | $2,647-94.1% | $4,779-96.7% |
| Participant deferral / active EE | $232 | $4,639-95.0% | $3,835-94.0% | $5,609-95.9% |
| Admin fee / account holder | $1 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |