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 10-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 | $16,996 | $72,492-76.6% | $87,100-80.5% | $72,985-76.7% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 16.75% | 24.46%-7.7pp | 28.19%-11.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $266 | $1,894-86.0% | $2,521-89.5% | $2,440-89.1% |
| Participant deferral / active EE | $1,510 | $3,270-53.8% | $4,049-62.7% | $3,607-58.1% |
| Admin fee / account holder | $79 | $5,055-98.4% | $7,497-99.0% | $5,124-98.5% |