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 | $1,264 | $45,035-97.2% | $62,995-98.0% | $70,131-98.2% |
| Participation rate | 70.5% | 69.5%+0.9pp | 74.8%-4.4pp | 69.5%+0.9pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $959 | $2,465-61.1% | $3,329-71.2% | $3,332-71.2% |
| Admin fee / account holder | $18 | $2,834-99.4% | $3,600-99.5% | $4,645-99.6% |