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 | $17,091 | $210,408-91.9% | $153,485-88.9% | $145,922-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.35% | 13.37%-1.0pp | 15.65%-3.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $600 | $6,048-90.1% | $5,039-88.1% | $4,660-87.1% |
| Participant deferral / active EE | $4,252 | $7,975-46.7% | $6,757-37.1% | $6,688-36.4% |
| Admin fee / account holder | $290 | $19,419-98.5% | $12,724-97.7% | $13,397-97.8% |