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 8-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 | $3,939 | $127,100-96.9% | $105,738-96.3% | $135,375-97.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 76.3%+15.3pp | 82.6%+9.0pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $413 | $4,107-89.9% | $3,268-87.4% | $4,779-91.4% |
| Participant deferral / active EE | $3,459 | $5,064-31.7% | $4,080-15.2% | $5,609-38.3% |
| Admin fee / account holder | $1 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |