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 | $14,176 | $181,894-92.2% | $156,549-90.9% | $273,961-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.58% | 30.74%-17.2pp | 32.23%-18.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,078 | $6,248-82.7% | $5,501-80.4% | $4,869-77.9% |
| Participant deferral / active EE | $6,331 | $5,550+14.1% | $4,871+30.0% | $5,287+19.8% |
| Admin fee / account holder | $152 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |