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 | $9,418 | $209,411-95.5% | $178,490-94.7% | $158,922-94.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.63% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,132 | $5,706-80.2% | $5,011-77.4% | $4,761-76.2% |
| Participant deferral / active EE | $5,188 | $5,954-12.9% | $5,202-0.3% | $5,982-13.3% |
| Admin fee / account holder | $11 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |