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 | $10,139 | $77,145-86.9% | $108,410-90.6% | $85,850-88.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,764 | $5,566-32.4% | $6,563-42.6% | $3,952-4.8% |
| Admin fee / account holder | $1 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |