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 10-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 | $1,798 | $97,881-98.2% | $80,004-97.8% | $125,391-98.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 73.0%+4.8pp | 83.2%-5.4pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,068 | $3,128-65.8% | $2,473-56.8% | $4,866-78.0% |
| Participant deferral / active EE | $339 | $3,744-91.0% | $3,204-89.4% | $5,352-93.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |