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 | $13,113 | $68,346-80.8% | $94,646-86.1% | $75,163-82.6% |
| Participation rate | 73.3% | 76.1%-2.8pp | 80.8%-7.5pp | 67.2%+6.1pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $33 | $2,701-98.8% | $3,672-99.1% | $2,670-98.8% |
| Participant deferral / active EE | $7,872 | $6,537+20.4% | $7,418+6.1% | $4,125+90.8% |
| Admin fee / account holder | $6 | $5,326-99.9% | $7,231-99.9% | $5,651-99.9% |