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 | $6,138 | $142,344-95.7% | $119,609-94.9% | $134,475-95.4% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -17.83% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $835 | $5,222-84.0% | $4,232-80.3% | $4,740-82.4% |
| Participant deferral / active EE | $3,250 | $6,469-49.8% | $5,602-42.0% | $6,400-49.2% |
| Admin fee / account holder | $148 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |