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 | $4,506 | $137,414-96.7% | $189,513-97.6% | $85,850-94.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,716 | $4,344-37.5% | $6,162-55.9% | $2,565+5.9% |
| Participant deferral / active EE | $1,773 | $6,260-71.7% | $8,221-78.4% | $3,952-55.1% |
| Admin fee / account holder | $23 | $8,630-99.7% | $12,045-99.8% | $6,260-99.6% |