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 | $12,878 | $201,272-93.6% | $184,203-93.0% | $145,922-91.2% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 11.94% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,001 | $7,022-85.7% | $6,427-84.4% | $4,660-78.5% |
| Participant deferral / active EE | $4,170 | $9,806-57.5% | $9,131-54.3% | $6,688-37.6% |
| Admin fee / account holder | $147 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |