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 | $3,823 | $127,065-97.0% | $113,168-96.6% | $142,382-97.3% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 16.49% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,043 | $5,716-64.3% | $5,107-60.0% | $6,507-68.6% |
| Admin fee / account holder | $212 | $15,736-98.7% | $12,068-98.2% | $12,624-98.3% |