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 | $4,079 | $60,892-93.3% | $82,389-95.0% | $84,808-95.2% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.2pp | 68.3%+28.5pp |
| Annual return | 21.98% | 37.29%-15.3pp | 28.67%-6.7pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,341 | $3,179-57.8% | $4,155-67.7% | $4,212-68.2% |
| Admin fee / account holder | $118 | $5,467-97.8% | $7,231-98.4% | $7,344-98.4% |