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 10-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 | $13,642 | $198,466-93.1% | $170,442-92.0% | $147,584-90.8% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 28.93% | 257.29%-228.4pp | 205.93%-177.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $937 | $6,184-84.9% | $5,433-82.8% | $4,876-80.8% |
| Participant deferral / active EE | $3,926 | $5,629-30.3% | $4,939-20.5% | $5,439-27.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |