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 | $9,836 | $148,534-93.4% | $135,903-92.8% | $139,434-92.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.54% | 79.19%-55.6pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $355 | $5,243-93.2% | $4,856-92.7% | $4,751-92.5% |
| Participant deferral / active EE | $3,126 | $8,100-61.4% | $7,758-59.7% | $6,710-53.4% |
| Admin fee / account holder | $1 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |