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 | $14,152 | $152,587-90.7% | $125,175-88.7% | $152,861-90.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.20% | 54.84%-24.6pp | 43.79%-13.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $762 | $4,946-84.6% | $3,865-80.3% | $4,762-84.0% |
| Participant deferral / active EE | $4,395 | $5,868-25.1% | $4,937-11.0% | $5,850-24.9% |
| Admin fee / account holder | $177 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |