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 | $4,147 | $80,717-94.9% | $154,803-97.3% | $84,808-95.1% |
| Participation rate | 82.3% | 66.8%+15.4pp | 78.1%+4.2pp | 68.3%+13.9pp |
| Annual return | 27.85% | 37.96%-10.1pp | 58.88%-31.0pp | 40.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,943 | $3,303-41.2% | $5,540-64.9% | $4,212-53.9% |
| Admin fee / account holder | $41 | $6,746-99.4% | $14,329-99.7% | $7,344-99.4% |