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 | $11,415 | $209,832-94.6% | $189,513-94.0% | $167,490-93.2% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 30.11% | 748.27%-718.2pp | 555.15%-525.0pp | 478.56%-448.5pp |
| Employer contribution / active EE | $1,150 | $6,914-83.4% | $6,162-81.3% | $4,837-76.2% |
| Participant deferral / active EE | $6,651 | $8,935-25.6% | $8,221-19.1% | $6,341+4.9% |
| Admin fee / account holder | $29 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |