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 | $11,846 | $154,117-92.3% | $129,995-90.9% | $139,434-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.94% | 32.48%-6.5pp | -137.18%+163.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $79 | $5,289-98.5% | $4,320-98.2% | $4,751-98.3% |
| Participant deferral / active EE | $6,277 | $6,710-6.5% | $5,820+7.8% | $6,710-6.5% |
| Admin fee / account holder | $75 | $14,007-99.5% | $10,614-99.3% | $11,403-99.3% |