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 5-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 | $11,294 | $82,664-86.3% | $125,339-91.0% | $68,494-83.5% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -3.55% | -5.97%+2.4pp | 572.05%-575.6pp | -7.84%+4.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,799 | $6,110-5.1% | $7,446-22.1% | $4,027+44.0% |
| Admin fee / account holder | $209 | $6,275-96.7% | $10,010-97.9% | $5,403-96.1% |