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 | $6,045 | $177,572-96.6% | $154,803-96.1% | $142,382-95.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 28.23% | 65.07%-36.8pp | 58.88%-30.7pp | 217.08%-188.8pp |
| Employer contribution / active EE | $677 | $4,810-85.9% | $4,305-84.3% | $4,299-84.3% |
| Participant deferral / active EE | $2,558 | $6,272-59.2% | $5,540-53.8% | $6,507-60.7% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |