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 3-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 | $6,413 | $68,346-90.6% | $94,646-93.2% | $75,163-91.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 80.8%+2.5pp | 67.2%+16.1pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,957 | $6,537-8.9% | $7,418-19.7% | $4,125+44.4% |
| Admin fee / account holder | $87 | $5,326-98.4% | $7,231-98.8% | $5,651-98.5% |