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 | $6,276 | $148,978-95.8% | $200,582-96.9% | $84,808-92.6% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 22.24% | 28.16%-5.9pp | 42.33%-20.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,277 | $7,142-54.1% | $9,331-64.9% | $4,212-22.2% |
| Admin fee / account holder | $66 | $13,977-99.5% | $16,305-99.6% | $7,344-99.1% |