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 6-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 | $2,885 | $112,096-97.4% | $95,952-97.0% | $158,922-98.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $332 | $3,198-89.6% | $2,541-87.0% | $4,761-93.0% |
| Participant deferral / active EE | $1,997 | $4,784-58.3% | $4,167-52.1% | $5,982-66.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |