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 | $5,588 | $99,640-94.4% | $86,436-93.5% | $134,475-95.8% |
| Participation rate | 70.6% | 82.0%-11.5pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -19.86% | 6782.58%-6802.4pp | 4394.89%-4414.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $543 | $4,400-87.7% | $3,769-85.6% | $4,740-88.5% |
| Participant deferral / active EE | $2,499 | $7,246-65.5% | $6,952-64.0% | $6,400-60.9% |
| Admin fee / account holder | $37 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |