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 | $1,863 | $117,690-98.4% | $71,735-97.4% | $134,475-98.6% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -18.83% | 25.44%-44.3pp | 9.14%-28.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $817 | $3,759-78.3% | $2,658-69.3% | $6,400-87.2% |
| Admin fee / account holder | $9 | $6,379-99.9% | $3,974-99.8% | $11,426-99.9% |