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 | $6,648 | $117,983-94.4% | $101,794-93.5% | $142,382-95.3% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 28.89% | 36.92%-8.0pp | 30.53%-1.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,476 | $4,714-47.5% | $4,084-39.4% | $6,507-62.0% |
| Admin fee / account holder | $161 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |