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 | $29,595 | $183,963-83.9% | $162,163-81.7% | $152,861-80.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 23.61% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $992 | $6,371-84.4% | $5,614-82.3% | $4,762-79.2% |
| Participant deferral / active EE | $4,895 | $8,034-39.1% | $7,298-32.9% | $5,850-16.3% |
| Admin fee / account holder | $282 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |