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 3-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 | $3,189 | $78,926-96.0% | $136,749-97.7% | $84,808-96.2% |
| Participation rate | 74.1% | 62.2%+11.9pp | 72.1%+1.9pp | 68.3%+5.8pp |
| Annual return | 24.20% | 18.17%+6.0pp | 24.33%-0.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $491 | $2,134-77.0% | $3,400-85.6% | $2,631-81.3% |
| Participant deferral / active EE | $1,162 | $3,168-63.3% | $4,692-75.2% | $4,212-72.4% |
| Admin fee / account holder | $165 | $6,369-97.4% | $11,386-98.5% | $7,344-97.7% |