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 | $24,759 | $181,894-86.4% | $156,549-84.2% | $273,961-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 54.38% | 30.74%+23.6pp | 32.23%+22.2pp | 41.45%+12.9pp |
| Employer contribution / active EE | $414 | $6,248-93.4% | $5,501-92.5% | $4,869-91.5% |
| Participant deferral / active EE | $7,042 | $5,550+26.9% | $4,871+44.6% | $5,287+33.2% |
| Admin fee / account holder | $170 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |