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 | $9,437 | $42,894-78.0% | $60,874-84.5% | $68,494-86.2% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | 6.33% | -13.98%+20.3pp | 16.90%-10.6pp | -7.84%+14.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,031 | $2,867+75.5% | $3,817+31.8% | $4,027+24.9% |
| Admin fee / account holder | $205 | $3,101-93.4% | $3,224-93.6% | $5,403-96.2% |