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 | $12,145 | $140,588-91.4% | $123,104-90.1% | $125,391-90.3% |
| Participation rate | 82.4% | 88.2%-5.8pp | 86.8%-4.4pp | 83.2%-0.8pp |
| Annual return | 16.20% | 16.80%-0.6pp | 13.22%+3.0pp | 282.22%-266.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,325 | $6,980-23.7% | $6,230-14.5% | $5,352-0.5% |
| Admin fee / account holder | $140 | $11,198-98.8% | $9,015-98.5% | $9,540-98.5% |