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 8-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 | $13,024 | $176,056-92.6% | $159,436-91.8% | $167,490-92.2% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 15.92% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $668 | $5,297-87.4% | $4,829-86.2% | $4,837-86.2% |
| Participant deferral / active EE | $3,112 | $7,750-59.9% | $7,352-57.7% | $6,341-50.9% |
| Admin fee / account holder | $95 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |