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 3-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 | $3,906 | $60,022-93.5% | $88,946-95.6% | $84,808-95.4% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 21.03% | 22.43%-1.4pp | 57.82%-36.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,322 | $3,114+6.7% | $4,581-27.5% | $4,212-21.1% |
| Admin fee / account holder | $245 | $4,811-94.9% | $8,261-97.0% | $7,344-96.7% |