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 | $28,638 | $91,552-68.7% | $133,956-78.6% | $79,858-64.1% |
| Participation rate | 79.2% | 73.3%+5.9pp | 79.8%-0.6pp | 69.6%+9.6pp |
| Annual return | 21.90% | 61.85%-39.9pp | 45.09%-23.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,291 | $3,733-11.9% | $5,048-34.8% | $3,740-12.0% |
| Admin fee / account holder | $111 | $6,321-98.2% | $8,927-98.8% | $5,306-97.9% |