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 6-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 | $4,172 | $89,355-95.3% | $141,162-97.0% | $72,985-94.3% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $535 | $3,114-82.8% | $4,735-88.7% | $2,440-78.1% |
| Participant deferral / active EE | $2,955 | $5,418-45.5% | $6,709-56.0% | $3,607-18.1% |
| Admin fee / account holder | $81 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |