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 8-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 | $15,364 | $167,307-90.8% | $143,757-89.3% | $134,475-88.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.76% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $822 | $5,619-85.4% | $4,951-83.4% | $4,740-82.7% |
| Participant deferral / active EE | $2,173 | $6,446-66.3% | $5,637-61.5% | $6,400-66.0% |
| Admin fee / account holder | $88 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |