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 8-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 | $6,484 | $102,616-93.7% | $81,983-92.1% | $158,922-95.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 20.54% | 61.04%-40.5pp | 41.31%-20.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,065 | $4,648-55.6% | $3,722-44.5% | $5,982-65.5% |
| Admin fee / account holder | $125 | $8,235-98.5% | $5,664-97.8% | $11,246-98.9% |