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 | $3,292 | $60,022-94.5% | $88,946-96.3% | $84,808-96.1% |
| Participation rate | 89.2% | 57.8%+31.3pp | 68.8%+20.3pp | 68.3%+20.9pp |
| Annual return | 21.20% | 22.43%-1.2pp | 57.82%-36.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1 | $1,703-99.9% | $2,555-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $2,277 | $3,114-26.9% | $4,581-50.3% | $4,212-45.9% |
| Admin fee / account holder | $168 | $4,811-96.5% | $8,261-98.0% | $7,344-97.7% |