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 10-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 | $7,355 | $190,805-96.1% | $159,960-95.4% | $134,475-94.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.11% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $82 | $4,995-98.4% | $4,226-98.1% | $4,740-98.3% |
| Participant deferral / active EE | $2,739 | $6,923-60.4% | $6,182-55.7% | $6,400-57.2% |
| Admin fee / account holder | $79 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |