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 | $2,843 | $48,795-94.2% | $65,493-95.7% | $84,808-96.6% |
| Participation rate | 87.1% | 67.0%+20.1pp | 73.1%+14.0pp | 68.3%+18.8pp |
| Annual return | 20.16% | 20.20%0pp | 982.45%-962.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $894 | $2,928-69.5% | $3,961-77.4% | $4,212-78.8% |
| Admin fee / account holder | $19 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |