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 | $2,679 | $81,840-96.7% | $63,412-95.8% | $125,391-97.9% |
| Participation rate | 94.1% | 73.0%+21.1pp | 67.1%+27.0pp | 83.2%+10.9pp |
| Annual return | 0.00% | -0.10%+0.1pp | 4.04%-4.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,521 | $3,064-17.7% | $2,496+1.0% | $5,352-52.9% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,540-100.0% |