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 9-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 | $10,561 | $180,449-94.1% | $154,107-93.1% | $135,375-92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.24% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,233 | $6,035-79.6% | $5,298-76.7% | $4,779-74.2% |
| Participant deferral / active EE | $2,313 | $5,806-60.2% | $5,081-54.5% | $5,609-58.8% |
| Admin fee / account holder | $39 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |