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 | $1,476 | $81,248-98.2% | $155,509-99.1% | $80,856-98.2% |
| Participation rate | 75.8% | 66.2%+9.5pp | 78.2%-2.4pp | 67.6%+8.1pp |
| Annual return | 14.45% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,018 | $3,452-70.5% | $5,626-81.9% | $4,296-76.3% |
| Admin fee / account holder | $183 | $7,997-97.7% | $15,912-98.9% | $6,918-97.4% |