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 3-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 | $6,540 | $159,602-95.9% | $150,045-95.6% | $142,382-95.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 21.90% | 70.24%-48.3pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $23 | $4,961-99.5% | $4,693-99.5% | $4,299-99.5% |
| Participant deferral / active EE | $4,896 | $8,310-41.1% | $7,997-38.8% | $6,507-24.8% |
| Admin fee / account holder | $175 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |