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 6-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 | $14,356 | $77,503-81.5% | $100,391-85.7% | $80,856-82.2% |
| Participation rate | 88.6% | 76.9%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 29.09% | 37.20%-8.1pp | 49.20%-20.1pp | 35.59%-6.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,665 | $6,820-2.3% | $8,082-17.5% | $4,296+55.2% |
| Admin fee / account holder | $134 | $5,897-97.7% | $7,899-98.3% | $6,918-98.1% |