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 | $9,170 | $209,411-95.6% | $178,490-94.9% | $158,922-94.2% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 16.96% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $742 | $5,706-87.0% | $5,011-85.2% | $4,761-84.4% |
| Participant deferral / active EE | $2,625 | $5,954-55.9% | $5,202-49.5% | $5,982-56.1% |
| Admin fee / account holder | $180 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |