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 | $2,037 | $60,124-96.6% | $90,404-97.7% | $79,858-97.4% |
| Participation rate | 77.6% | 65.0%+12.6pp | 72.7%+4.9pp | 69.6%+7.9pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,602 | $2,938-45.5% | $3,963-59.6% | $3,740-57.2% |
| Admin fee / account holder | $21 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |