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 | $2,330 | $90,519-97.4% | $93,789-97.5% | $134,475-98.3% |
| Participation rate | 90.9% | 82.0%+9.0pp | 81.0%+10.0pp | 81.2%+9.7pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $393 | $4,343-90.9% | $4,323-90.9% | $4,740-91.7% |
| Participant deferral / active EE | $2,399 | $5,978-59.9% | $6,094-60.6% | $6,400-62.5% |
| Admin fee / account holder | $134 | $9,252-98.5% | $7,195-98.1% | $11,426-98.8% |