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 | $4,600 | $89,652-94.9% | $141,162-96.7% | $65,185-92.9% |
| Participation rate | 75.5% | 74.7%+0.8pp | 82.5%-7.0pp | 70.2%+5.3pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,276 | $3,065-58.4% | $4,735-73.0% | $2,177-41.4% |
| Participant deferral / active EE | $2,025 | $5,691-64.4% | $6,709-69.8% | $3,514-42.4% |
| Admin fee / account holder | $16 | $569-97.3% | $10,261-99.8% | $847-98.2% |