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 7-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 | $10,435 | $63,355-83.5% | $91,989-88.7% | $72,985-85.7% |
| Participation rate | 85.2% | 72.5%+12.7pp | 78.6%+6.6pp | 69.5%+15.7pp |
| Annual return | 134.55% | 35.35%+99.2pp | 69.02%+65.5pp | 81.00%+53.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,369 | $4,883-10.5% | $5,923-26.2% | $3,607+21.1% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |