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 | $3,607 | $197,591-98.2% | $177,821-98.0% | $158,922-97.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,128 | $6,697-83.2% | $5,918-80.9% | $4,761-76.3% |
| Participant deferral / active EE | $3,134 | $8,405-62.7% | $7,714-59.4% | $5,982-47.6% |
| Admin fee / account holder | $7 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |