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 | $2,456 | $167,307-98.5% | $143,757-98.3% | $134,475-98.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -9.99% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-428.0pp |
| Employer contribution / active EE | $721 | $5,619-87.2% | $4,951-85.4% | $4,740-84.8% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $98 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |