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 | $4,223 | $109,359-96.1% | $162,163-97.4% | $72,985-94.2% |
| Participation rate | 87.7% | 84.3%+3.4pp | 87.6%+0.1pp | 69.5%+18.2pp |
| Annual return | 38.57% | 25.46%+13.1pp | 115.59%-77.0pp | 81.00%-42.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,632 | $5,481-52.0% | $7,298-63.9% | $3,607-27.0% |
| Admin fee / account holder | $221 | $7,972-97.2% | $10,843-98.0% | $5,124-95.7% |