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 | $10,977 | $227,553-95.2% | $189,557-94.2% | $167,490-93.4% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 29.39% | 78.40%-49.0pp | 64.17%-34.8pp | 478.56%-449.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,914 | $7,002-15.5% | $6,174-4.2% | $6,341-6.7% |
| Admin fee / account holder | $12 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |