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 5-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 | $9,002 | $70,428-87.2% | $96,562-90.7% | $85,850-89.5% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,538 | $2,894+56.8% | $3,849+17.9% | $3,952+14.8% |
| Admin fee / account holder | $2 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |