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 6-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 | $13,778 | $79,944-82.8% | $98,439-86.0% | $75,163-81.7% |
| Participation rate | 94.5% | 70.4%+24.2pp | 75.2%+19.4pp | 67.2%+27.4pp |
| Annual return | 29.54% | 19.75%+9.8pp | 21.16%+8.4pp | 160.62%-131.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,592 | $3,752+75.7% | $4,738+39.1% | $4,125+59.8% |
| Admin fee / account holder | $12 | $6,840-99.8% | $8,948-99.9% | $5,651-99.8% |