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 | $3,405 | $105,860-96.8% | $90,749-96.2% | $134,475-97.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $624 | $3,462-82.0% | $2,921-78.6% | $4,740-86.8% |
| Participant deferral / active EE | $1,693 | $5,216-67.5% | $4,564-62.9% | $6,400-73.5% |
| Admin fee / account holder | $1 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |