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 | $6,036 | $117,983-94.9% | $101,794-94.1% | $142,382-95.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.12% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $10 | $2,773-99.7% | $2,289-99.6% | $4,299-99.8% |
| Participant deferral / active EE | $2,853 | $4,714-39.5% | $4,084-30.1% | $6,507-56.2% |
| Admin fee / account holder | $100 | $10,433-99.0% | $8,777-98.9% | $12,624-99.2% |