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 | $6,388 | $59,839-89.3% | $81,983-92.2% | $79,858-92.0% |
| Participation rate | 82.1% | 61.6%+20.4pp | 69.2%+12.8pp | 69.6%+12.4pp |
| Annual return | 14.44% | 17.56%-3.1pp | 41.31%-26.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $270 | $1,713-84.3% | $2,498-89.2% | $2,471-89.1% |
| Participant deferral / active EE | $944 | $2,695-65.0% | $3,722-74.6% | $3,740-74.8% |
| Admin fee / account holder | $48 | $4,287-98.9% | $5,664-99.1% | $5,306-99.1% |