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 | $10,673 | $105,181-89.9% | $159,436-93.3% | $85,850-87.6% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.8%-0.3pp | 69.3%+13.2pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,854 | $5,945+15.3% | $7,352-6.8% | $3,952+73.4% |
| Admin fee / account holder | $32 | $6,933-99.5% | $10,799-99.7% | $6,260-99.5% |