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 | $5,469 | $96,635-94.3% | $86,612-93.7% | $139,434-96.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 41.20% | 106.41%-65.2pp | 591.07%-549.9pp | 372.94%-331.7pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,817 | $4,836-62.4% | $4,438-59.1% | $6,710-72.9% |
| Admin fee / account holder | $19 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |