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 | $28,878 | $202,318-85.7% | $172,739-83.3% | $152,861-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.65% | 1029.65%-1016.0pp | 802.84%-789.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $568 | $5,856-90.3% | $5,143-89.0% | $4,762-88.1% |
| Participant deferral / active EE | $3,251 | $5,948-45.3% | $5,198-37.4% | $5,850-44.4% |
| Admin fee / account holder | $189 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |