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 | $8,133 | $177,572-95.4% | $154,803-94.7% | $142,382-94.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 20.72% | 65.07%-44.3pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $745 | $4,810-84.5% | $4,305-82.7% | $4,299-82.7% |
| Participant deferral / active EE | $1,870 | $6,272-70.2% | $5,540-66.3% | $6,507-71.3% |
| Admin fee / account holder | $34 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |