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 | $10,263 | $209,411-95.1% | $178,490-94.3% | $158,922-93.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.31% | 188.75%-161.4pp | 151.07%-123.8pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,002 | $5,706-82.4% | $5,011-80.0% | $4,761-79.0% |
| Participant deferral / active EE | $2,812 | $5,954-52.8% | $5,202-45.9% | $5,982-53.0% |
| Admin fee / account holder | $3 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |