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 | $2,140 | $87,540-97.6% | $75,781-97.2% | $125,391-98.3% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $451 | $3,930-88.5% | $3,323-86.4% | $4,866-90.7% |
| Participant deferral / active EE | $1,741 | $4,229-58.8% | $3,651-52.3% | $5,352-67.5% |
| Admin fee / account holder | $21 | $6,502-99.7% | $5,299-99.6% | $9,540-99.8% |