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 8-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 | $27,604 | $110,094-74.9% | $151,611-81.8% | $68,494-59.7% |
| Participation rate | 98.0% | 84.0%+14.1pp | 87.5%+10.5pp | 67.9%+30.2pp |
| Annual return | -16.15% | -10.12%-6.0pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $431 | $4,471-90.4% | $6,166-93.0% | $2,596-83.4% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $295 | $7,719-96.2% | $11,616-97.5% | $5,403-94.5% |