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 4-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 | $9,113 | $148,534-93.9% | $135,903-93.3% | $139,434-93.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 21.36% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $889 | $5,243-83.0% | $4,856-81.7% | $4,751-81.3% |
| Participant deferral / active EE | $3,297 | $8,100-59.3% | $7,758-57.5% | $6,710-50.9% |
| Admin fee / account holder | $105 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |