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 9-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 | $3,510 | $96,965-96.4% | $97,995-96.4% | $147,584-97.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $430 | $4,536-90.5% | $4,158-89.7% | $4,876-91.2% |
| Participant deferral / active EE | $3,100 | $5,081-39.0% | $5,097-39.2% | $5,439-43.0% |
| Admin fee / account holder | $2 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |