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 | $2,245 | $80,968-97.2% | $96,544-97.7% | $75,163-97.0% |
| Participation rate | 88.7% | 71.8%+16.9pp | 76.0%+12.7pp | 67.2%+21.5pp |
| Annual return | 17.79% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.8pp |
| Employer contribution / active EE | $509 | $2,282-77.7% | $2,965-82.8% | $2,670-80.9% |
| Participant deferral / active EE | $1,828 | $3,928-53.5% | $4,851-62.3% | $4,125-55.7% |
| Admin fee / account holder | $114 | $6,724-98.3% | $8,252-98.6% | $5,651-98.0% |