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 5-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 | $4,138 | $73,933-94.4% | $96,683-95.7% | $75,163-94.5% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 21.11% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $333 | $2,928-88.6% | $3,737-91.1% | $2,670-87.5% |
| Participant deferral / active EE | $2,232 | $3,659-39.0% | $4,878-54.2% | $4,125-45.9% |
| Admin fee / account holder | $236 | $5,216-95.5% | $6,730-96.5% | $5,651-95.8% |