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 | $6,493 | $81,632-92.0% | $70,449-90.8% | $158,922-95.9% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 23.42% | 208.40%-185.0pp | 109.03%-85.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,295 | $4,554-49.6% | $3,709-38.1% | $5,982-61.6% |
| Admin fee / account holder | $294 | $6,193-95.3% | $3,845-92.4% | $11,246-97.4% |