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 10-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 | $12,383 | $68,719-82.0% | $91,541-86.5% | $84,808-85.4% |
| Participation rate | 71.4% | 64.5%+6.9pp | 69.8%+1.7pp | 68.3%+3.1pp |
| Annual return | 18.34% | 19.12%-0.8pp | 20.50%-2.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,762 | $3,136-43.8% | $4,008-56.0% | $4,212-58.2% |
| Admin fee / account holder | $209 | $5,786-96.4% | $6,956-97.0% | $7,344-97.2% |