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 7-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 | $2,783 | $39,019-92.9% | $80,716-96.6% | $85,850-96.8% |
| Participation rate | 97.1% | 41.5%+55.5pp | 54.2%+42.9pp | 69.3%+27.7pp |
| Annual return | 17.76% | 26.27%-8.5pp | 87.28%-69.5pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $815 | $1,326-38.5% | $2,146-62.0% | $3,952-79.4% |
| Admin fee / account holder | $57 | $2,431-97.7% | $3,380-98.3% | $6,260-99.1% |