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 | $5,351 | $177,572-97.0% | $154,803-96.5% | $142,382-96.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 43.66% | 65.07%-21.4pp | 58.88%-15.2pp | 217.08%-173.4pp |
| Employer contribution / active EE | $433 | $4,810-91.0% | $4,305-90.0% | $4,299-89.9% |
| Participant deferral / active EE | $2,876 | $6,272-54.1% | $5,540-48.1% | $6,507-55.8% |
| Admin fee / account holder | $39 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |