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 | $1,789 | $99,652-98.2% | $78,778-97.7% | $147,584-98.8% |
| Participation rate | 70.8% | 76.2%-5.4pp | 69.2%+1.6pp | 82.8%-12.0pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $300 | $2,796-89.3% | $1,986-84.9% | $4,876-93.8% |
| Participant deferral / active EE | $907 | $3,664-75.3% | $2,958-69.4% | $5,439-83.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |