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 6-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 | $4,069 | $73,867-94.5% | $143,757-97.2% | $68,494-94.1% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | -5.57% | 1.01%-6.6pp | -0.04%-5.5pp | -7.84%+2.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,504 | $3,384-26.0% | $5,637-55.6% | $4,027-37.8% |
| Admin fee / account holder | $158 | $5,755-97.3% | $14,673-98.9% | $5,403-97.1% |