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 | $9,387 | $167,307-94.4% | $143,757-93.5% | $134,475-93.0% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -16.77% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $246 | $5,619-95.6% | $4,951-95.0% | $4,740-94.8% |
| Participant deferral / active EE | $2,154 | $6,446-66.6% | $5,637-61.8% | $6,400-66.3% |
| Admin fee / account holder | $97 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |