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 | $3,987 | $118,427-96.6% | $66,042-94.0% | $142,382-97.2% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 80.1%-10.1pp |
| Annual return | 21.19% | 35.57%-14.4pp | 52.11%-30.9pp | 217.08%-195.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $999 | $4,311-76.8% | $2,835-64.8% | $6,507-84.6% |
| Admin fee / account holder | $285 | $9,593-97.0% | $5,747-95.0% | $12,624-97.7% |