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 | $3,006 | $104,974-97.1% | $95,585-96.9% | $142,382-97.9% |
| Participation rate | 79.2% | 75.0%+4.2pp | 72.1%+7.1pp | 80.1%-1.0pp |
| Annual return | 20.40% | 210.33%-189.9pp | 38.56%-18.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,487 | $4,352-65.8% | $4,023-63.0% | $6,507-77.2% |
| Admin fee / account holder | $91 | $6,386-98.6% | $6,127-98.5% | $12,624-99.3% |