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 | $9,189 | $150,440-93.9% | $136,294-93.3% | $147,584-93.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 32.29% | 1049.08%-1016.8pp | 5155.94%-5123.6pp | 578.55%-546.3pp |
| Employer contribution / active EE | $320 | $5,256-93.9% | $4,695-93.2% | $4,876-93.4% |
| Participant deferral / active EE | $5,126 | $6,630-22.7% | $6,247-17.9% | $5,439-5.7% |
| Admin fee / account holder | $254 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |