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 5-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 | $8,576 | $137,414-93.8% | $189,513-95.5% | $85,850-90.0% |
| Participation rate | 74.2% | 84.6%-10.4pp | 87.8%-13.6pp | 69.3%+4.9pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,839 | $6,260-38.7% | $8,221-53.3% | $3,952-2.9% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |