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 9-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 | $2,823 | $74,927-96.2% | $101,794-97.2% | $84,808-96.7% |
| Participation rate | 76.7% | 61.4%+15.3pp | 69.2%+7.5pp | 68.3%+8.4pp |
| Annual return | 27.64% | 18.70%+8.9pp | 30.53%-2.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,825 | $3,099-41.1% | $4,084-55.3% | $4,212-56.7% |
| Admin fee / account holder | $253 | $6,514-96.1% | $8,777-97.1% | $7,344-96.6% |