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 6-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 | $7,913 | $176,056-95.5% | $159,436-95.0% | $167,490-95.3% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 21.47% | 331.75%-310.3pp | 263.57%-242.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $598 | $5,297-88.7% | $4,829-87.6% | $4,837-87.6% |
| Participant deferral / active EE | $3,027 | $7,750-60.9% | $7,352-58.8% | $6,341-52.3% |
| Admin fee / account holder | $56 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |