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 | $17,175 | $124,319-86.2% | $111,297-84.6% | $167,490-89.7% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 16.76% | 37.44%-20.7pp | 54.65%-37.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $665 | $3,435-80.6% | $2,731-75.6% | $4,837-86.2% |
| Participant deferral / active EE | $1,750 | $5,180-66.2% | $4,487-61.0% | $6,341-72.4% |
| Admin fee / account holder | $131 | $10,618-98.8% | $7,964-98.4% | $12,309-98.9% |