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.
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 | $9,332 | $217,402-95.7% | $185,823-95.0% | $167,490-94.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $903 | $5,873-84.6% | $5,167-82.5% | $4,837-81.3% |
| Participant deferral / active EE | $6,748 | $6,356+6.2% | $5,568+21.2% | $6,341+6.4% |
| Admin fee / account holder | $36 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |