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 | $2,120 | $64,480-96.7% | $81,382-97.4% | $80,856-97.4% |
| Participation rate | 76.9% | 63.9%+13.1pp | 69.5%+7.4pp | 67.6%+9.3pp |
| Annual return | 17.04% | 16.34%+0.7pp | 24.73%-7.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,266 | $3,094-59.1% | $3,883-67.4% | $4,296-70.5% |
| Admin fee / account holder | $192 | $5,671-96.6% | $5,768-96.7% | $6,918-97.2% |