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 | $18,257 | $167,307-89.1% | $143,757-87.3% | $134,475-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.47% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,104 | $5,619-80.4% | $4,951-77.7% | $4,740-76.7% |
| Participant deferral / active EE | $6,032 | $6,446-6.4% | $5,637+7.0% | $6,400-5.7% |
| Admin fee / account holder | $175 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |