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 | $3,061 | $104,974-97.1% | $95,585-96.8% | $142,382-97.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 11.61% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,383 | $4,352-68.2% | $4,023-65.6% | $6,507-78.7% |
| Admin fee / account holder | $275 | $6,386-95.7% | $6,127-95.5% | $12,624-97.8% |