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 6-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 | $14,843 | $185,822-92.0% | $169,993-91.3% | $139,434-89.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.50% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $181 | $7,590-97.6% | $6,785-97.3% | $4,751-96.2% |
| Participant deferral / active EE | $3,596 | $11,622-69.1% | $10,408-65.4% | $6,710-46.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |