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 | $5,975 | $126,574-95.3% | $106,213-94.4% | $145,922-95.9% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-6.9pp |
| Annual return | 13.76% | 224.79%-211.0pp | 116.14%-102.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,659 | $5,724-71.0% | $5,016-66.9% | $6,688-75.2% |
| Admin fee / account holder | $11 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |