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 | $8,503 | $84,233-89.9% | $170,442-95.0% | $70,131-87.9% |
| Participation rate | 73.6% | 70.8%+2.8pp | 83.6%-10.0pp | 69.5%+4.0pp |
| Annual return | 18.08% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $318 | $3,387-90.6% | $5,433-94.1% | $2,342-86.4% |
| Participant deferral / active EE | $1,805 | $3,086-41.5% | $4,939-63.5% | $3,332-45.8% |
| Admin fee / account holder | $173 | $5,698-97.0% | $13,880-98.8% | $4,645-96.3% |