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 4-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 | $3,877 | $104,974-96.3% | $95,585-95.9% | $142,382-97.3% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 16.99% | 210.33%-193.3pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $39 | $2,779-98.6% | $2,527-98.4% | $4,299-99.1% |
| Participant deferral / active EE | $996 | $4,352-77.1% | $4,023-75.2% | $6,507-84.7% |
| Admin fee / account holder | $23 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |