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 | $14,164 | $112,881-87.5% | $90,951-84.4% | $158,922-91.1% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $187 | $2,893-93.5% | $2,122-91.2% | $4,761-96.1% |
| Participant deferral / active EE | $1,275 | $4,128-69.1% | $3,373-62.2% | $5,982-78.7% |
| Admin fee / account holder | $117 | $8,041-98.5% | $5,959-98.0% | $11,246-99.0% |