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 | $1,501 | $156,846-99.0% | $121,098-98.8% | $139,434-98.9% |
| Participation rate | 88.2% | 76.4%+11.8pp | 69.5%+18.7pp | 80.3%+7.9pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,135 | $4,844-76.6% | $4,080-72.2% | $6,710-83.1% |
| Admin fee / account holder | $1 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |