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 | $158,618 | $127,229+24.7% | $115,939+36.8% | $237,064-33.1% |
| Participation rate | 100.0% | 22.8%+77.2pp | 19.3%+80.7pp | 45.6%+54.4pp |
| Annual return | 5.98% | 3.55%+2.4pp | 3.97%+2.0pp | 4.16%+1.8pp |
| Employer contribution / active EE | $1,658 | $33,688-95.1% | $28,168-94.1% | $42,916-96.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $30 | $15,835-99.8% | $12,837-99.8% | $21,465-99.9% |