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 6-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 | $8,518 | $884,045-99.0% | $453,369-98.1% | $167,490-94.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 78.0%+7.7pp | 82.1%+3.6pp |
| Annual return | 20.49% | 29.49%-9.0pp | 64.40%-43.9pp | 478.56%-458.1pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,922 | $7,898-25.0% | $6,209-4.6% | $6,341-6.6% |
| Admin fee / account holder | $2 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |