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 | $16,443 | $183,963-91.1% | $162,163-89.9% | $152,861-89.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.38% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,270 | $6,371-80.1% | $5,614-77.4% | $4,762-73.3% |
| Participant deferral / active EE | $3,077 | $8,034-61.7% | $7,298-57.8% | $5,850-47.4% |
| Admin fee / account holder | $125 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |