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 9-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 | $150,056 | $290,873-48.4% | $290,873-48.4% | $338,187-55.6% |
| Participation rate | 100.0% | 31.3%+68.8pp | 27.8%+72.2pp | 44.0%+56.0pp |
| Annual return | 13.02% | 6.78%+6.2pp | 7.18%+5.8pp | 13.05%0pp |
| Employer contribution / active EE | $3,194 | $39,559-91.9% | $35,855-91.1% | $37,639-91.5% |
| Participant deferral / active EE | $15,680 | $156+9982.3% | $162+9551.5% | $49+32069.0% |
| Admin fee / account holder | $48 | $1,724-97.2% | $1,724-97.2% | $30,864-99.8% |