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 9-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 | $5,225 | $59,805-91.3% | $79,550-93.4% | $68,494-92.4% |
| Participation rate | 92.8% | 61.1%+31.7pp | 69.5%+23.3pp | 67.9%+24.9pp |
| Annual return | -11.50% | -12.30%+0.8pp | 0.16%-11.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,876 | $3,024-4.9% | $3,985-27.8% | $4,027-28.6% |
| Admin fee / account holder | $274 | $4,835-94.3% | $6,832-96.0% | $5,403-94.9% |