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 | $18,576 | $377,855-95.1% | $375,279-95.1% | $286,844-93.5% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 0.00% | 9.94%-9.9pp | 9.78%-9.8pp | 9.30%-9.3pp |
| Employer contribution / active EE | $4,621 | $49,417-90.6% | $46,882-90.1% | $43,742-89.4% |
| Participant deferral / active EE | $11,402 | $67+16852.5% | $72+15634.9% | $83+13685.6% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |