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 9-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 | $27,644 | $209,411-86.8% | $178,490-84.5% | $158,922-82.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.04% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $903 | $5,706-84.2% | $5,011-82.0% | $4,761-81.0% |
| Participant deferral / active EE | $5,125 | $5,954-13.9% | $5,202-1.5% | $5,982-14.3% |
| Admin fee / account holder | $93 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |