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 | $16,961 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.54% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $780 | $5,286-85.2% | $4,933-84.2% | $4,660-83.3% |
| Participant deferral / active EE | $4,426 | $8,428-47.5% | $8,070-45.2% | $6,688-33.8% |
| Admin fee / account holder | $278 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |