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 | $17,484 | $73,933-76.4% | $96,683-81.9% | $75,163-76.7% |
| Participation rate | 86.2% | 66.4%+19.8pp | 74.3%+11.9pp | 67.2%+19.0pp |
| Annual return | 16.39% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | -$3 | $2,928-100.1% | $3,737-100.1% | $2,670-100.1% |
| Participant deferral / active EE | $2,883 | $3,659-21.2% | $4,878-40.9% | $4,125-30.1% |
| Admin fee / account holder | $74 | $5,216-98.6% | $6,730-98.9% | $5,651-98.7% |