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 | $4,877 | $100,041-95.1% | $149,718-96.7% | $70,131-93.0% |
| Participation rate | 72.7% | 83.6%-10.9pp | 87.1%-14.3pp | 69.5%+3.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,045 | $3,662-71.5% | $5,445-80.8% | $2,342-55.4% |
| Participant deferral / active EE | $2,405 | $4,983-51.7% | $6,569-63.4% | $3,332-27.8% |
| Admin fee / account holder | $96 | $8,286-98.8% | $11,283-99.2% | $4,645-97.9% |