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 4-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 | $3,265 | $45,863-92.9% | $77,024-95.8% | $68,494-95.2% |
| Participation rate | 74.3% | 55.9%+18.4pp | 67.9%+6.4pp | 67.9%+6.4pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,963 | $2,962-33.7% | $4,426-55.6% | $4,027-51.2% |
| Admin fee / account holder | $24 | $3,041-99.2% | $5,425-99.6% | $5,403-99.6% |