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 6-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 | $5,663 | $60,022-90.6% | $88,946-93.6% | $84,808-93.3% |
| Participation rate | 90.3% | 57.8%+32.5pp | 68.8%+21.5pp | 68.3%+22.0pp |
| Annual return | 20.07% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $239 | $1,703-86.0% | $2,555-90.7% | $2,631-90.9% |
| Participant deferral / active EE | $1,393 | $3,114-55.3% | $4,581-69.6% | $4,212-66.9% |
| Admin fee / account holder | $239 | $4,811-95.0% | $8,261-97.1% | $7,344-96.7% |