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 3-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 | $13,333 | $183,519-92.7% | $155,509-91.4% | $145,922-90.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 18.62% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.7pp |
| Employer contribution / active EE | $902 | $5,313-83.0% | $4,672-80.7% | $4,660-80.6% |
| Participant deferral / active EE | $4,208 | $6,462-34.9% | $5,626-25.2% | $6,688-37.1% |
| Admin fee / account holder | $209 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |