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 | $27,488 | $171,865-84.0% | $149,718-81.6% | $147,584-81.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.31% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $973 | $6,275-84.5% | $5,445-82.1% | $4,876-80.1% |
| Participant deferral / active EE | $3,775 | $7,271-48.1% | $6,569-42.5% | $5,439-30.6% |
| Admin fee / account holder | $176 | $13,799-98.7% | $11,283-98.4% | $10,885-98.4% |