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 7-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 | $11,888 | $209,411-94.3% | $178,490-93.3% | $158,922-92.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 42.40% | 188.75%-146.4pp | 151.07%-108.7pp | 302.83%-260.4pp |
| Employer contribution / active EE | $873 | $5,706-84.7% | $5,011-82.6% | $4,761-81.7% |
| Participant deferral / active EE | $4,057 | $5,954-31.9% | $5,202-22.0% | $5,982-32.2% |
| Admin fee / account holder | $99 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |