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 | $5,165 | $68,719-92.5% | $91,541-94.4% | $84,808-93.9% |
| Participation rate | 92.0% | 64.5%+27.5pp | 69.8%+22.2pp | 68.3%+23.7pp |
| Annual return | 20.72% | 19.12%+1.6pp | 20.50%+0.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,155 | $3,136-63.2% | $4,008-71.2% | $4,212-72.6% |
| Admin fee / account holder | $198 | $5,786-96.6% | $6,956-97.1% | $7,344-97.3% |