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 8-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 | $6,576 | $202,318-96.7% | $172,739-96.2% | $152,861-95.7% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 37.43% | 1029.65%-992.2pp | 802.84%-765.4pp | 345.32%-307.9pp |
| Employer contribution / active EE | $1,135 | $5,856-80.6% | $5,143-77.9% | $4,762-76.2% |
| Participant deferral / active EE | $2,690 | $5,948-54.8% | $5,198-48.2% | $5,850-54.0% |
| Admin fee / account holder | $88 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |