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 | $4,387 | $127,386-96.6% | $115,037-96.2% | $125,391-96.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.17% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $527 | $5,166-89.8% | $4,608-88.6% | $4,866-89.2% |
| Participant deferral / active EE | $2,891 | $6,423-55.0% | $6,026-52.0% | $5,352-46.0% |
| Admin fee / account holder | $138 | $9,516-98.5% | $8,175-98.3% | $9,540-98.6% |