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 9-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 | $7,987 | $183,963-95.7% | $162,163-95.1% | $152,861-94.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 33.95% | 150.76%-116.8pp | 115.59%-81.6pp | 345.32%-311.4pp |
| Employer contribution / active EE | $1,186 | $6,371-81.4% | $5,614-78.9% | $4,762-75.1% |
| Participant deferral / active EE | $3,678 | $8,034-54.2% | $7,298-49.6% | $5,850-37.1% |
| Admin fee / account holder | $77 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |