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 | $3,118 | $69,207-95.5% | $64,056-95.1% | $139,434-97.8% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 24.18% | 45.88%-21.7pp | 33.69%-9.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,828 | $4,682-61.0% | $3,880-52.9% | $6,710-72.8% |
| Admin fee / account holder | $32 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |