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 7-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 | $3,240 | $54,229-94.0% | $70,092-95.4% | $68,494-95.3% |
| Participation rate | 90.6% | 64.5%+26.1pp | 70.5%+20.1pp | 67.9%+22.7pp |
| Annual return | -17.57% | -13.87%-3.7pp | 190.73%-208.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,198 | $2,956-59.5% | $3,849-68.9% | $4,027-70.2% |
| Admin fee / account holder | $93 | $4,694-98.0% | $6,267-98.5% | $5,403-98.3% |