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 7-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.
Employer 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 | $2,545 | $226,064-98.9% | $182,532-98.6% | $152,861-98.3% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $106 | $4,978-97.9% | $4,076-97.4% | $4,762-97.8% |
| Participant deferral / active EE | $3,290 | $6,368-48.3% | $5,524-40.5% | $5,850-43.8% |
| Admin fee / account holder | $7 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |