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 5-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 | $3,731 | $81,460-95.4% | $103,333-96.4% | $80,856-95.4% |
| Participation rate | 78.9% | 66.8%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 35.62% | 25.55%+10.1pp | 24.88%+10.7pp | 35.59%0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,832 | $3,869-52.6% | $5,057-63.8% | $4,296-57.3% |
| Admin fee / account holder | $51 | $6,566-99.2% | $8,355-99.4% | $6,918-99.3% |