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 4-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 | $13,604 | $179,726-92.4% | $156,263-91.3% | $142,382-90.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.19% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,052 | $5,069-79.3% | $4,333-75.7% | $4,299-75.5% |
| Participant deferral / active EE | $4,806 | $6,956-30.9% | $6,158-22.0% | $6,507-26.1% |
| Admin fee / account holder | $47 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |