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 | $4,927 | $99,341-95.0% | $84,750-94.2% | $273,961-98.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 13.15% | 22.93%-9.8pp | 22.78%-9.6pp | 41.45%-28.3pp |
| Employer contribution / active EE | $549 | $4,214-87.0% | $3,574-84.6% | $4,869-88.7% |
| Participant deferral / active EE | $2,446 | $4,269-42.7% | $3,712-34.1% | $5,287-53.7% |
| Admin fee / account holder | $108 | $6,644-98.4% | $5,332-98.0% | $10,132-98.9% |