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 | $4,878 | $84,149-94.2% | $76,080-93.6% | $167,490-97.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 54.99%-55.0pp | 42.50%-42.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $910 | $4,618-80.3% | $3,962-77.0% | $4,837-81.2% |
| Participant deferral / active EE | $3,850 | $5,796-33.6% | $4,905-21.5% | $6,341-39.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,309-100.0% |