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 | $7,912 | $175,202-95.5% | $149,673-94.7% | $139,434-94.3% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 16.73% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $535 | $5,474-90.2% | $4,818-88.9% | $4,751-88.7% |
| Participant deferral / active EE | $2,663 | $6,519-59.2% | $5,680-53.1% | $6,710-60.3% |
| Admin fee / account holder | $173 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |