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 | $16,604 | $179,726-90.8% | $156,263-89.4% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.67% | 77.86%-51.2pp | 59.47%-32.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $869 | $5,069-82.9% | $4,333-80.0% | $4,299-79.8% |
| Participant deferral / active EE | $7,169 | $6,956+3.1% | $6,158+16.4% | $6,507+10.2% |
| Admin fee / account holder | $53 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |