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 | $4,704 | $157,256-97.0% | $141,162-96.7% | $152,861-96.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 30.97% | 64.32%-33.3pp | 71.39%-40.4pp | 345.32%-314.3pp |
| Employer contribution / active EE | $717 | $5,261-86.4% | $4,735-84.8% | $4,762-84.9% |
| Participant deferral / active EE | $2,627 | $7,109-63.0% | $6,709-60.8% | $5,850-55.1% |
| Admin fee / account holder | $170 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |