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 | $2,037 | $93,571-97.8% | $135,903-98.5% | $75,163-97.3% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $801 | $3,537-77.3% | $4,856-83.5% | $2,670-70.0% |
| Participant deferral / active EE | $1,243 | $6,404-80.6% | $7,758-84.0% | $4,125-69.9% |
| Admin fee / account holder | $1 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |