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 | $4,569 | $80,717-94.3% | $154,803-97.0% | $84,808-94.6% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 17.70% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,527 | $3,303-53.8% | $5,540-72.4% | $4,212-63.7% |
| Admin fee / account holder | $235 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |