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 | $3,577 | $80,717-95.6% | $154,803-97.7% | $84,808-95.8% |
| Participation rate | 80.4% | 66.8%+13.5pp | 78.1%+2.3pp | 68.3%+12.0pp |
| Annual return | 24.14% | 37.96%-13.8pp | 58.88%-34.7pp | 40.90%-16.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,665 | $3,303-49.6% | $5,540-70.0% | $4,212-60.5% |
| Admin fee / account holder | $245 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |