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 5-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 | $17,116 | $209,832-91.8% | $189,513-91.0% | $167,490-89.8% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 13.99% | 748.27%-734.3pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,061 | $6,914-84.6% | $6,162-82.8% | $4,837-78.1% |
| Participant deferral / active EE | $7,009 | $8,935-21.6% | $8,221-14.7% | $6,341+10.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |