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 | $20,218 | $138,065-85.4% | $123,544-83.6% | $135,375-85.1% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -0.16% | 153.68%-153.8pp | 119.20%-119.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $545 | $5,151-89.4% | $4,628-88.2% | $4,779-88.6% |
| Participant deferral / active EE | $3,747 | $6,799-44.9% | $6,426-41.7% | $5,609-33.2% |
| Admin fee / account holder | $199 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |