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 | $6,708 | $127,386-94.7% | $115,037-94.2% | $125,391-94.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.68% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $811 | $5,166-84.3% | $4,608-82.4% | $4,866-83.3% |
| Participant deferral / active EE | $2,096 | $6,423-67.4% | $6,026-65.2% | $5,352-60.8% |
| Admin fee / account holder | $22 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |