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 8-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 | $31,493 | $183,963-82.9% | $162,163-80.6% | $152,861-79.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 51.25% | 150.76%-99.5pp | 115.59%-64.3pp | 345.32%-294.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,017 | $8,034+12.2% | $7,298+23.5% | $5,850+54.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |