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 | $19,675 | $198,466-90.1% | $170,442-88.5% | $147,584-86.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 27.17% | 257.29%-230.1pp | 205.93%-178.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $1,131 | $6,184-81.7% | $5,433-79.2% | $4,876-76.8% |
| Participant deferral / active EE | $3,910 | $5,629-30.5% | $4,939-20.8% | $5,439-28.1% |
| Admin fee / account holder | $235 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |