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 6-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 | $4,719 | $54,350-91.3% | $82,719-94.3% | $68,494-93.1% |
| Participation rate | 84.4% | 63.9%+20.5pp | 72.6%+11.9pp | 67.9%+16.6pp |
| Annual return | 13.49% | -13.67%+27.2pp | 701.18%-687.7pp | -7.84%+21.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,313 | $3,246-28.7% | $4,395-47.4% | $4,027-42.6% |
| Admin fee / account holder | $43 | $4,395-99.0% | $5,329-99.2% | $5,403-99.2% |