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 | $8,114 | $176,056-95.4% | $159,436-94.9% | $167,490-95.2% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $452 | $5,297-91.5% | $4,829-90.6% | $4,837-90.7% |
| Participant deferral / active EE | $5,327 | $7,750-31.3% | $7,352-27.5% | $6,341-16.0% |
| Admin fee / account holder | $10 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |