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 8-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 | $1,443 | $65,375-97.8% | - | $152,861-99.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $1,400 | $4,110-65.9% | - | $5,850-76.1% |
| Admin fee / account holder | $1 | $4,607-100.0% | - | $11,596-100.0% |