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 8-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 | $7,651 | $165,335-95.4% | $149,696-94.9% | $158,922-95.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.66% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $695 | $5,103-86.4% | $4,644-85.0% | $4,761-85.4% |
| Participant deferral / active EE | $3,832 | $7,181-46.6% | $6,842-44.0% | $5,982-35.9% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |