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 6-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 | $1,763 | $45,073-96.1% | $69,455-97.5% | $72,985-97.6% |
| Participation rate | 73.7% | 68.5%+5.2pp | 74.6%-0.9pp | 69.5%+4.2pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $328 | $2,054-84.0% | $2,779-88.2% | $2,440-86.6% |
| Participant deferral / active EE | $908 | $2,602-65.1% | $3,535-74.3% | $3,607-74.8% |
| Admin fee / account holder | $1 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |