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 | $17,857 | $181,894-90.2% | $156,549-88.6% | $273,961-93.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.29% | 30.74%-26.5pp | 32.23%-27.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $993 | $6,248-84.1% | $5,501-82.0% | $4,869-79.6% |
| Participant deferral / active EE | $2,758 | $5,550-50.3% | $4,871-43.4% | $5,287-47.8% |
| Admin fee / account holder | $72 | $15,559-99.5% | $13,027-99.4% | $10,132-99.3% |