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 | $7,297 | $131,829-94.5% | $108,579-93.3% | $273,961-97.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $857 | $4,912-82.6% | $3,758-77.2% | $4,869-82.4% |
| Participant deferral / active EE | $4,615 | $5,127-10.0% | $4,311+7.1% | $5,287-12.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |