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 | $1,586 | $57,016-97.2% | $84,966-98.1% | $80,856-98.0% |
| Participation rate | 88.0% | 56.3%+31.7pp | 67.5%+20.5pp | 67.6%+20.4pp |
| Annual return | 10.59% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,267 | $3,110-59.3% | $4,519-72.0% | $4,296-70.5% |
| Admin fee / account holder | $146 | $4,980-97.1% | $6,149-97.6% | $6,918-97.9% |