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 | $7,805 | $350,135-97.8% | $7,8050% | $350,135-97.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 50.0%+50.0pp | 79.0%+21.0pp |
| Annual return | 23.43% | 11.86%+11.6pp | 23.43%0pp | 11.86%+11.6pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $0 | $12,925-100.0% |
| Participant deferral / active EE | $2,580 | $4,976-48.2% | $1,290+100.0% | $4,976-48.2% |
| Admin fee / account holder | $75 | $23,717-99.7% | $750% | $23,717-99.7% |