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 9-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 | $9,582 | $162,781-94.1% | $133,956-92.8% | $158,922-94.0% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 26.53% | 41.94%-15.4pp | 45.09%-18.6pp | 302.83%-276.3pp |
| Employer contribution / active EE | $857 | $4,975-82.8% | $3,919-78.1% | $4,761-82.0% |
| Participant deferral / active EE | $2,100 | $5,911-64.5% | $5,048-58.4% | $5,982-64.9% |
| Admin fee / account holder | $105 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |