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 4-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 | $10,183 | $126,574-92.0% | $106,213-90.4% | $145,922-93.0% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 14.12% | 224.79%-210.7pp | 116.14%-102.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $13 | $3,730-99.6% | $3,171-99.6% | $4,660-99.7% |
| Participant deferral / active EE | $3,123 | $5,724-45.4% | $5,016-37.7% | $6,688-53.3% |
| Admin fee / account holder | $273 | $17,304-98.4% | $11,033-97.5% | $13,397-98.0% |