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 8-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 | $753 | $50,958-98.5% | $74,550-99.0% | $64,186-98.8% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.1%+13.8pp | 69.6%+13.4pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $218 | $1,115-80.4% | $1,961-88.9% | $2,381-90.8% |
| Participant deferral / active EE | $460 | $2,301-80.0% | $3,108-85.2% | $3,470-86.7% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |