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 | $7,010 | $50,958-86.2% | $74,550-90.6% | $64,186-89.1% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.1%+26.6pp | 69.6%+26.2pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,077 | $2,301+33.7% | $3,108-1.0% | $3,470-11.3% |
| Admin fee / account holder | $16 | $4,223-99.6% | $5,060-99.7% | $4,888-99.7% |