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 9-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 | $4,199 | $65,041-93.5% | $90,951-95.4% | $79,858-94.7% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 21.67% | 30.45%-8.8pp | 134.60%-112.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,571 | $2,512-37.5% | $3,373-53.4% | $3,740-58.0% |
| Admin fee / account holder | $194 | $4,536-95.7% | $5,959-96.7% | $5,306-96.3% |