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 | $236,245 | $495,011-52.3% | $442,409-46.6% | $357,791-34.0% |
| Participation rate | 83.3% | 88.7%-5.4pp | 88.0%-4.7pp | 85.6%-2.3pp |
| Annual return | 12.57% | 92.83%-80.3pp | 90.53%-78.0pp | 396.79%-384.2pp |
| Employer contribution / active EE | $9,663 | $8,270+16.8% | $7,697+25.5% | $7,508+28.7% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $3 | $60,147-100.0% | $51,603-100.0% | $28,387-100.0% |