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 | $3,065 | $80,717-96.2% | $154,803-98.0% | $84,808-96.4% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 24.45% | 37.96%-13.5pp | 58.88%-34.4pp | 40.90%-16.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,176 | $3,303-64.4% | $5,540-78.8% | $4,212-72.1% |
| Admin fee / account holder | $148 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |