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 | $4,951 | $177,572-97.2% | $154,803-96.8% | $142,382-96.5% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 21.76% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,486 | $6,272-60.4% | $5,540-55.1% | $6,507-61.8% |
| Admin fee / account holder | $128 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |