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 7-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 | $13,584 | $209,411-93.5% | $178,490-92.4% | $158,922-91.5% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 48.09% | 188.75%-140.7pp | 151.07%-103.0pp | 302.83%-254.7pp |
| Employer contribution / active EE | $871 | $5,706-84.7% | $5,011-82.6% | $4,761-81.7% |
| Participant deferral / active EE | $4,135 | $5,954-30.5% | $5,202-20.5% | $5,982-30.9% |
| Admin fee / account holder | $137 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |