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 5-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 | $5,499 | $227,553-97.6% | $189,557-97.1% | $167,490-96.7% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.8pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,971 | $7,002-29.0% | $6,174-19.5% | $6,341-21.6% |
| Admin fee / account holder | $2 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |