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 | $1,198 | $62,573-98.1% | $85,682-98.6% | $85,850-98.6% |
| Participation rate | 81.3% | 61.1%+20.1pp | 69.9%+11.4pp | 69.3%+11.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $532 | $1,757-69.7% | $2,618-79.7% | $2,565-79.3% |
| Participant deferral / active EE | $602 | $2,802-78.5% | $3,923-84.7% | $3,952-84.8% |
| Admin fee / account holder | $41 | $4,640-99.1% | $6,873-99.4% | $6,260-99.4% |