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 7-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 | $3,977 | $65,395-93.9% | $182,532-97.8% | $72,985-94.6% |
| Participation rate | 93.7% | 65.4%+28.2pp | 78.0%+15.7pp | 69.5%+24.2pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,712 | $3,563-52.0% | $5,524-69.0% | $3,607-52.6% |
| Admin fee / account holder | $1 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |