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 | $3,361 | $209,411-98.4% | $178,490-98.1% | $158,922-97.9% |
| Participation rate | 76.2% | 86.3%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 69.19% | 188.75%-119.6pp | 151.07%-81.9pp | 302.83%-233.6pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,181 | $5,954-63.4% | $5,202-58.1% | $5,982-63.5% |
| Admin fee / account holder | $258 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |