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 | $9,154 | $63,355-85.6% | $91,989-90.0% | $72,985-87.5% |
| Participation rate | 84.6% | 72.5%+12.1pp | 78.6%+6.0pp | 69.5%+15.1pp |
| Annual return | 106.77% | 35.35%+71.4pp | 69.02%+37.7pp | 81.00%+25.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,760 | $4,883-23.0% | $5,923-36.5% | $3,607+4.2% |
| Admin fee / account holder | $257 | $4,668-94.5% | $7,743-96.7% | $5,124-95.0% |