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 | $5,319 | $217,402-97.6% | $185,823-97.1% | $167,490-96.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 23.43% | 148.36%-124.9pp | 122.05%-98.6pp | 478.56%-455.1pp |
| Employer contribution / active EE | $916 | $5,873-84.4% | $5,167-82.3% | $4,837-81.1% |
| Participant deferral / active EE | $2,741 | $6,356-56.9% | $5,568-50.8% | $6,341-56.8% |
| Admin fee / account holder | $11 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |