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 | $2,574 | $52,681-95.1% | $75,781-96.6% | $59,632-95.7% |
| Participation rate | 80.6% | 67.2%+13.3pp | 75.8%+4.7pp | 68.7%+11.9pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $317 | $2,193-85.5% | $3,323-90.5% | $2,203-85.6% |
| Participant deferral / active EE | $1,276 | $2,591-50.7% | $3,651-65.0% | $3,192-60.0% |
| Admin fee / account holder | $285 | $3,610-92.1% | $5,299-94.6% | $4,297-93.4% |