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 4-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 | $1,605 | $84,402-98.1% | $61,373-97.4% | $134,475-98.8% |
| Participation rate | 89.5% | 62.2%+27.3pp | 52.6%+36.9pp | 81.2%+8.3pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,469 | $2,819-47.9% | $2,125-30.9% | $6,400-77.0% |
| Admin fee / account holder | $3 | $2,585-99.9% | $2,130-99.9% | $11,426-100.0% |