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 | $14,945 | $78,672-81.0% | $109,143-86.3% | $85,850-82.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.69% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $480 | $2,735-82.4% | $3,722-87.1% | $2,565-81.3% |
| Participant deferral / active EE | $2,187 | $3,467-36.9% | $4,653-53.0% | $3,952-44.7% |
| Admin fee / account holder | $233 | $5,469-95.7% | $6,752-96.5% | $6,260-96.3% |