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 | $15,746 | $173,345-90.9% | $136,007-88.4% | $145,922-89.2% |
| Participation rate | 75.0% | 80.5%-5.5pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 22.83% | 1163.32%-1140.5pp | 579.32%-556.5pp | 561.29%-538.5pp |
| Employer contribution / active EE | $519 | $5,278-90.2% | $4,217-87.7% | $4,660-88.9% |
| Participant deferral / active EE | $2,971 | $8,699-65.9% | $7,025-57.7% | $6,688-55.6% |
| Admin fee / account holder | $297 | $9,954-97.0% | $6,858-95.7% | $13,397-97.8% |