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 | $4,042 | $68,719-94.1% | $91,541-95.6% | $84,808-95.2% |
| Participation rate | 93.0% | 64.5%+28.5pp | 69.8%+23.2pp | 68.3%+24.7pp |
| Annual return | 20.33% | 19.12%+1.2pp | 20.50%-0.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,497 | $3,136-52.3% | $4,008-62.7% | $4,212-64.5% |
| Admin fee / account holder | $230 | $5,786-96.0% | $6,956-96.7% | $7,344-96.9% |