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 4-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 | $3,976 | $60,022-93.4% | $88,946-95.5% | $84,808-95.3% |
| Participation rate | 71.0% | 57.8%+13.1pp | 68.8%+2.1pp | 68.3%+2.7pp |
| Annual return | 26.20% | 22.43%+3.8pp | 57.82%-31.6pp | 40.90%-14.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,030 | $3,114-66.9% | $4,581-77.5% | $4,212-75.5% |
| Admin fee / account holder | $16 | $4,811-99.7% | $8,261-99.8% | $7,344-99.8% |