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 | $7,208 | $154,365-95.3% | $130,231-94.5% | $139,434-94.8% |
| Participation rate | 92.9% | 79.9%+12.9pp | 76.3%+16.6pp | 80.3%+12.5pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $719 | $5,170-86.1% | $4,126-82.6% | $4,751-84.9% |
| Participant deferral / active EE | $4,321 | $8,498-49.2% | $6,799-36.4% | $6,710-35.6% |
| Admin fee / account holder | $7 | $9,214-99.9% | $6,020-99.9% | $11,403-99.9% |