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 5-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 | $18,300 | $201,272-90.9% | $184,203-90.1% | $145,922-87.5% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 18.33% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,131 | $7,022-83.9% | $6,427-82.4% | $4,660-75.7% |
| Participant deferral / active EE | $3,948 | $9,806-59.7% | $9,131-56.8% | $6,688-41.0% |
| Admin fee / account holder | $119 | $16,364-99.3% | $13,901-99.1% | $13,397-99.1% |