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 | $12,449 | $124,319-90.0% | $111,297-88.8% | $167,490-92.6% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 10.12% | 37.44%-27.3pp | 54.65%-44.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $14 | $3,435-99.6% | $2,731-99.5% | $4,837-99.7% |
| Participant deferral / active EE | $1,858 | $5,180-64.1% | $4,487-58.6% | $6,341-70.7% |
| Admin fee / account holder | $295 | $10,618-97.2% | $7,964-96.3% | $12,309-97.6% |