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 | $4,822 | $183,519-97.4% | $155,509-96.9% | $145,922-96.7% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 14.31% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,003 | $5,313-81.1% | $4,672-78.5% | $4,660-78.5% |
| Participant deferral / active EE | $2,048 | $6,462-68.3% | $5,626-63.6% | $6,688-69.4% |
| Admin fee / account holder | $232 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |