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 3-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 | $2,303 | $107,452-97.9% | $91,541-97.5% | $142,382-98.4% |
| Participation rate | 76.2% | 75.1%+1.1pp | 69.8%+6.4pp | 80.1%-3.9pp |
| Annual return | 25.87% | 22.06%+3.8pp | 20.50%+5.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,632 | $4,754-65.7% | $4,008-59.3% | $6,507-74.9% |
| Admin fee / account holder | $161 | $8,834-98.2% | $6,956-97.7% | $12,624-98.7% |