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 | $12,690 | $209,832-94.0% | $189,513-93.3% | $167,490-92.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,462 | $6,914-78.9% | $6,162-76.3% | $4,837-69.8% |
| Participant deferral / active EE | $7,608 | $8,935-14.9% | $8,221-7.5% | $6,341+20.0% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |