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 6-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 | $3,838 | $104,974-96.3% | $95,585-96.0% | $142,382-97.3% |
| Participation rate | 95.2% | 75.0%+20.3pp | 72.1%+23.2pp | 80.1%+15.1pp |
| Annual return | 19.47% | 210.33%-190.9pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $228 | $2,779-91.8% | $2,527-91.0% | $4,299-94.7% |
| Participant deferral / active EE | $1,094 | $4,352-74.9% | $4,023-72.8% | $6,507-83.2% |
| Admin fee / account holder | $148 | $6,386-97.7% | $6,127-97.6% | $12,624-98.8% |