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 3-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 | $12,692 | $179,726-92.9% | $156,263-91.9% | $142,382-91.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 20.89% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $637 | $5,069-87.4% | $4,333-85.3% | $4,299-85.2% |
| Participant deferral / active EE | $2,774 | $6,956-60.1% | $6,158-55.0% | $6,507-57.4% |
| Admin fee / account holder | $99 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |