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 8-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 | $5,092 | $107,334-95.3% | $92,893-94.5% | $152,861-96.7% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 50.71% | 145.58%-94.9pp | 109.41%-58.7pp | 345.32%-294.6pp |
| Employer contribution / active EE | $706 | $4,221-83.3% | $3,653-80.7% | $4,762-85.2% |
| Participant deferral / active EE | $2,201 | $4,845-54.6% | $4,236-48.0% | $5,850-62.4% |
| Admin fee / account holder | $12 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |