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 | $6,443 | $209,411-96.9% | $178,490-96.4% | $158,922-95.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 46.74% | 188.75%-142.0pp | 151.07%-104.3pp | 302.83%-256.1pp |
| Employer contribution / active EE | $859 | $5,706-84.9% | $5,011-82.9% | $4,761-82.0% |
| Participant deferral / active EE | $2,485 | $5,954-58.3% | $5,202-52.2% | $5,982-58.5% |
| Admin fee / account holder | $39 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |