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 | $6,382 | $81,208-92.1% | $98,907-93.5% | $79,858-92.0% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 69.6%+26.8pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,815 | $3,265-13.8% | $4,244-33.7% | $3,740-24.7% |
| Admin fee / account holder | $278 | $6,013-95.4% | $6,642-95.8% | $5,306-94.8% |