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 3-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 | $1,490 | $73,867-98.0% | $143,757-99.0% | $68,494-97.8% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $517 | $3,184-83.8% | $4,951-89.6% | $2,596-80.1% |
| Participant deferral / active EE | $828 | $3,384-75.5% | $5,637-85.3% | $4,027-79.4% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |