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 7-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 | $12,897 | $167,307-92.3% | $143,757-91.0% | $134,475-90.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -20.05% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,027 | $5,619-81.7% | $4,951-79.2% | $4,740-78.3% |
| Participant deferral / active EE | $4,657 | $6,446-27.8% | $5,637-17.4% | $6,400-27.2% |
| Admin fee / account holder | $110 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |