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 4-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 | $14,046 | $95,803-85.3% | $113,168-87.6% | $84,808-83.4% |
| Participation rate | 81.1% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.8pp |
| Annual return | 46.78% | 25.00%+21.8pp | 24.27%+22.5pp | 40.90%+5.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,213 | $4,242-24.2% | $5,107-37.1% | $4,212-23.7% |
| Admin fee / account holder | $220 | $8,989-97.6% | $12,068-98.2% | $7,344-97.0% |