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 7-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 | $10,221 | $112,096-90.9% | $95,952-89.3% | $158,922-93.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.25% | 171.09%-156.8pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $270 | $3,198-91.6% | $2,541-89.4% | $4,761-94.3% |
| Participant deferral / active EE | $7,195 | $4,784+50.4% | $4,167+72.7% | $5,982+20.3% |
| Admin fee / account holder | $122 | $10,130-98.8% | $6,795-98.2% | $11,246-98.9% |