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 | $8,191 | $59,805-86.3% | $79,550-89.7% | $68,494-88.0% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.5%+4.6pp | 67.9%+6.2pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,826 | $3,024-6.5% | $3,985-29.1% | $4,027-29.8% |
| Admin fee / account holder | $6 | $4,835-99.9% | $6,832-99.9% | $5,403-99.9% |