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 | $6,004 | $109,881-94.5% | $150,045-96.0% | $84,808-92.9% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.1pp | 68.3%+22.1pp |
| Annual return | 45.71% | 28.25%+17.5pp | 62.55%-16.8pp | 40.90%+4.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,183 | $6,636-37.0% | $7,997-47.7% | $4,212-0.7% |
| Admin fee / account holder | $50 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |