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 4-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 | $4,041 | $124,185-96.7% | $108,410-96.3% | $167,490-97.6% |
| Participation rate | 84.2% | 82.3%+1.9pp | 80.1%+4.1pp | 82.1%+2.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,144 | $6,908-54.5% | $6,563-52.1% | $6,341-50.4% |
| Admin fee / account holder | $2 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |