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 5-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 | $10,377 | $176,056-94.1% | $159,436-93.5% | $167,490-93.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $774 | $5,297-85.4% | $4,829-84.0% | $4,837-84.0% |
| Participant deferral / active EE | $6,619 | $7,750-14.6% | $7,352-10.0% | $6,341+4.4% |
| Admin fee / account holder | $7 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |