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 10-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 | $7,195 | $45,863-84.3% | $77,024-90.7% | $68,494-89.5% |
| Participation rate | 96.1% | 55.9%+40.1pp | 67.9%+28.1pp | 67.9%+28.2pp |
| Annual return | -16.57% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $216 | $1,650-86.9% | $2,812-92.3% | $2,596-91.7% |
| Participant deferral / active EE | $1,249 | $2,962-57.8% | $4,426-71.8% | $4,027-69.0% |
| Admin fee / account holder | $299 | $3,041-90.2% | $5,425-94.5% | $5,403-94.5% |