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 4-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 | $9,846 | $111,754-91.2% | $103,333-90.5% | $145,922-93.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 18.25% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $729 | $4,212-82.7% | $3,868-81.2% | $4,660-84.4% |
| Participant deferral / active EE | $5,567 | $5,619-0.9% | $5,057+10.1% | $6,688-16.8% |
| Admin fee / account holder | $141 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |