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 | $11,992 | $73,933-83.8% | $96,683-87.6% | $75,163-84.0% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 22.78% | 26.70%-3.9pp | 35.69%-12.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $683 | $2,928-76.7% | $3,737-81.7% | $2,670-74.4% |
| Participant deferral / active EE | $1,588 | $3,659-56.6% | $4,878-67.4% | $4,125-61.5% |
| Admin fee / account holder | $157 | $5,216-97.0% | $6,730-97.7% | $5,651-97.2% |