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 | $954 | $22,587-95.8% | $65,255-98.5% | $75,163-98.7% |
| Participation rate | 77.8% | 63.1%+14.7pp | 65.0%+12.8pp | 67.2%+10.6pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $205 | $941-78.2% | $1,691-87.9% | $2,670-92.3% |
| Participant deferral / active EE | $702 | $1,695-58.6% | $2,831-75.2% | $4,125-83.0% |
| Admin fee / account holder | $50 | $1,876-97.3% | $4,112-98.8% | $5,651-99.1% |