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 | $1,650 | $65,435-97.5% | $86,677-98.1% | $66,914-97.5% |
| Participation rate | 98.5% | 75.5%+23.1pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $822 | $2,153-61.8% | $2,836-71.0% | $2,544-67.7% |
| Participant deferral / active EE | $1,116 | $4,100-72.8% | $4,656-76.0% | $4,237-73.7% |
| Admin fee / account holder | $60 | $642-90.7% | $7,493-99.2% | $593-90.0% |