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 | $6,600 | $48,230-86.3% | $67,502-90.2% | $80,856-91.8% |
| Participation rate | 75.8% | 66.4%+9.4pp | 72.9%+2.9pp | 67.6%+8.1pp |
| Annual return | 15.20% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $290 | $2,020-85.6% | $2,731-89.4% | $2,755-89.5% |
| Participant deferral / active EE | $1,751 | $2,924-40.1% | $4,000-56.2% | $4,296-59.2% |
| Admin fee / account holder | $105 | $3,681-97.1% | $3,998-97.4% | $6,918-98.5% |