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 5-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 | $10,843 | $105,126-89.7% | $94,646-88.5% | $139,434-92.2% |
| Participation rate | 91.3% | 82.4%+9.0pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 25.09% | 38.03%-12.9pp | 156.71%-131.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $425 | $4,106-89.6% | $3,672-88.4% | $4,751-91.0% |
| Participant deferral / active EE | $4,718 | $7,599-37.9% | $7,418-36.4% | $6,710-29.7% |
| Admin fee / account holder | $37 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |