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 | $5,024 | $114,381-95.6% | $107,525-95.3% | $142,382-96.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.53% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $731 | $4,015-81.8% | $3,754-80.5% | $4,299-83.0% |
| Participant deferral / active EE | $2,108 | $5,564-62.1% | $5,116-58.8% | $6,507-67.6% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |