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 | $3,124 | $110,257-97.2% | $96,544-96.8% | $139,434-97.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $773 | $3,620-78.6% | $2,965-73.9% | $4,751-83.7% |
| Participant deferral / active EE | $1,905 | $5,548-65.7% | $4,851-60.7% | $6,710-71.6% |
| Admin fee / account holder | $3 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |