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 | $6,641 | $127,386-94.8% | $115,037-94.2% | $125,391-94.7% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 44.06% | 31.28%+12.8pp | 26.14%+17.9pp | 282.22%-238.2pp |
| Employer contribution / active EE | $473 | $5,166-90.9% | $4,608-89.7% | $4,866-90.3% |
| Participant deferral / active EE | $5,548 | $6,423-13.6% | $6,026-7.9% | $5,352+3.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |