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 | $7,339 | $49,227-85.1% | $70,449-89.6% | $79,858-90.8% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 25.15% | 30.06%-4.9pp | 109.03%-83.9pp | 31.71%-6.6pp |
| Employer contribution / active EE | $310 | $2,099-85.3% | $2,737-88.7% | $2,471-87.5% |
| Participant deferral / active EE | $2,534 | $2,768-8.5% | $3,709-31.7% | $3,740-32.3% |
| Admin fee / account holder | $98 | $2,878-96.6% | $3,845-97.4% | $5,306-98.2% |