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 6-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 | $16,749 | $217,402-92.3% | $185,823-91.0% | $167,490-90.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 23.64% | 148.36%-124.7pp | 122.05%-98.4pp | 478.56%-454.9pp |
| Employer contribution / active EE | $892 | $5,873-84.8% | $5,167-82.7% | $4,837-81.6% |
| Participant deferral / active EE | $3,458 | $6,356-45.6% | $5,568-37.9% | $6,341-45.5% |
| Admin fee / account holder | $242 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |