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 | $2,520 | $90,519-97.2% | $93,789-97.3% | $134,475-98.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,260 | $4,343-71.0% | $4,323-70.9% | $4,740-73.4% |
| Participant deferral / active EE | $1,260 | $5,978-78.9% | $6,094-79.3% | $6,400-80.3% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |