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 | $3,051 | $80,717-96.2% | $154,803-98.0% | $84,808-96.4% |
| Participation rate | 70.5% | 66.8%+3.6pp | 78.1%-7.6pp | 68.3%+2.1pp |
| Annual return | 19.28% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,151 | $3,303-65.1% | $5,540-79.2% | $4,212-72.7% |
| Admin fee / account holder | $97 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |