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 7-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 | $14,317 | $176,056-91.9% | $159,436-91.0% | $167,490-91.5% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 90.61% | 331.75%-241.1pp | 263.57%-173.0pp | 478.56%-387.9pp |
| Employer contribution / active EE | $876 | $5,297-83.5% | $4,829-81.9% | $4,837-81.9% |
| Participant deferral / active EE | $3,271 | $7,750-57.8% | $7,352-55.5% | $6,341-48.4% |
| Admin fee / account holder | $163 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |