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 5-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 | $15,422 | $95,803-83.9% | $113,168-86.4% | $84,808-81.8% |
| Participation rate | 73.1% | 72.9%+0.2pp | 76.6%-3.5pp | 68.3%+4.8pp |
| Annual return | 17.01% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,381 | $4,242-43.9% | $5,107-53.4% | $4,212-43.5% |
| Admin fee / account holder | $3 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |