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 4-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 | $1,396 | $67,331-97.9% | $60,874-97.7% | $134,475-99.0% |
| Participation rate | 76.2% | 76.2%0pp | 73.1%+3.1pp | 81.2%-5.0pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $97 | $3,096-96.9% | $2,701-96.4% | $4,740-98.0% |
| Participant deferral / active EE | $1,047 | $4,538-76.9% | $3,817-72.6% | $6,400-83.6% |
| Admin fee / account holder | $2 | $4,582-100.0% | $3,224-99.9% | $11,426-100.0% |