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 6-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 | $7,882 | $159,901-95.1% | $146,958-94.6% | $145,922-94.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.37% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $870 | $5,286-83.6% | $4,933-82.4% | $4,660-81.3% |
| Participant deferral / active EE | $3,055 | $8,428-63.8% | $8,070-62.1% | $6,688-54.3% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |