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 | $11,588 | $80,673-85.6% | $101,326-88.6% | $84,808-86.3% |
| Participation rate | 85.1% | 77.8%+7.3pp | 81.5%+3.6pp | 68.3%+16.8pp |
| Annual return | 19.29% | 38.95%-19.7pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,256 | $6,840-52.4% | $7,994-59.3% | $4,212-22.7% |
| Admin fee / account holder | $57 | $12,784-99.6% | $11,185-99.5% | $7,344-99.2% |