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 | $9,190 | $46,553-80.3% | $64,056-85.7% | $75,163-87.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.26% | 26.03%-12.8pp | 33.69%-20.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $225 | $1,974-88.6% | $2,747-91.8% | $2,670-91.6% |
| Participant deferral / active EE | $998 | $2,837-64.8% | $3,880-74.3% | $4,125-75.8% |
| Admin fee / account holder | $130 | $2,952-95.6% | $3,068-95.8% | $5,651-97.7% |