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 5-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 | $4,910 | $91,552-94.6% | $133,956-96.3% | $79,858-93.9% |
| Participation rate | 75.4% | 73.3%+2.0pp | 79.8%-4.5pp | 69.6%+5.8pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,651 | $3,733-55.8% | $5,048-67.3% | $3,740-55.8% |
| Admin fee / account holder | $179 | $6,321-97.2% | $8,927-98.0% | $5,306-96.6% |