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 | $22,519 | $152,587-85.2% | $125,175-82.0% | $152,861-85.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 18.94% | 54.84%-35.9pp | 43.79%-24.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $804 | $4,946-83.7% | $3,865-79.2% | $4,762-83.1% |
| Participant deferral / active EE | $2,167 | $5,868-63.1% | $4,937-56.1% | $5,850-63.0% |
| Admin fee / account holder | $233 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |