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 10-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 | $13,923 | $209,411-93.4% | $178,490-92.2% | $158,922-91.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.52% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $427 | $5,706-92.5% | $5,011-91.5% | $4,761-91.0% |
| Participant deferral / active EE | $2,256 | $5,954-62.1% | $5,202-56.6% | $5,982-62.3% |
| Admin fee / account holder | $81 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |