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 | $16,316 | $83,477-80.5% | $125,175-87.0% | $72,985-77.6% |
| Participation rate | 96.6% | 73.3%+23.3pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $176 | $2,345-92.5% | $3,865-95.4% | $2,440-92.8% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $110 | $5,517-98.0% | $9,702-98.9% | $5,124-97.8% |