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 | $3,345 | $127,100-97.4% | $105,738-96.8% | $135,375-97.5% |
| Participation rate | 73.3% | 82.7%-9.4pp | 76.3%-3.0pp | 82.6%-9.3pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $697 | $4,107-83.0% | $3,268-78.7% | $4,779-85.4% |
| Participant deferral / active EE | $1,896 | $5,064-62.6% | $4,080-53.5% | $5,609-66.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |