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 | $14,840 | $138,065-89.3% | $123,544-88.0% | $135,375-89.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $404 | $5,151-92.2% | $4,628-91.3% | $4,779-91.5% |
| Participant deferral / active EE | $15,033 | $6,799+121.1% | $6,426+134.0% | $5,609+168.0% |
| Admin fee / account holder | $10 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |