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 7-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 | $2,085 | $88,594-97.6% | $70,092-97.0% | $134,475-98.4% |
| Participation rate | 95.5% | 74.9%+20.5pp | 70.5%+25.0pp | 81.2%+14.2pp |
| Annual return | -20.08% | 442.67%-462.7pp | 190.73%-210.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,035 | $4,772-78.3% | $3,849-73.1% | $6,400-83.8% |
| Admin fee / account holder | $18 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |