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 9-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 | $8,442 | $89,355-90.6% | $141,162-94.0% | $72,985-88.4% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 74.68% | 111.85%-37.2pp | 71.39%+3.3pp | 81.00%-6.3pp |
| Employer contribution / active EE | -$4 | $3,114-100.1% | $4,735-100.1% | $2,440-100.2% |
| Participant deferral / active EE | $4,998 | $5,418-7.7% | $6,709-25.5% | $3,607+38.6% |
| Admin fee / account holder | $294 | $5,958-95.1% | $10,261-97.1% | $5,124-94.3% |