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 | $13,644 | $51,315-73.4% | $95,745-85.7% | $71,457-80.9% |
| Participation rate | 71.7% | 63.0%+8.7pp | 72.3%-0.6pp | 67.9%+3.8pp |
| Annual return | 18.13% | 25.26%-7.1pp | 28.35%-10.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $226 | $1,819-87.5% | $2,835-92.0% | $2,588-91.2% |
| Participant deferral / active EE | $1,862 | $3,358-44.5% | $4,245-56.1% | $4,289-56.6% |
| Admin fee / account holder | $242 | $1,137-78.7% | $5,678-95.7% | $1,587-84.8% |