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 | $18,482 | $214,378-91.4% | $200,582-90.8% | $142,382-87.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.00% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,170 | $6,841-82.9% | $6,419-81.8% | $4,299-72.8% |
| Participant deferral / active EE | $4,212 | $9,865-57.3% | $9,331-54.9% | $6,507-35.3% |
| Admin fee / account holder | $120 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |