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 | $33,410 | $183,963-81.8% | $162,163-79.4% | $152,861-78.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 24.25% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,387 | $6,371-78.2% | $5,614-75.3% | $4,762-70.9% |
| Participant deferral / active EE | $4,721 | $8,034-41.2% | $7,298-35.3% | $5,850-19.3% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |