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 | $6,088 | $89,753-93.2% | $107,525-94.3% | $84,808-92.8% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 22.65% | 29.48%-6.8pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $344 | $3,113-89.0% | $3,754-90.8% | $2,631-86.9% |
| Participant deferral / active EE | $2,647 | $4,056-34.7% | $5,116-48.3% | $4,212-37.1% |
| Admin fee / account holder | $115 | $7,222-98.4% | $8,919-98.7% | $7,344-98.4% |