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 | $18,141 | $202,318-91.0% | $172,739-89.5% | $152,861-88.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.26% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,161 | $5,856-80.2% | $5,143-77.4% | $4,762-75.6% |
| Participant deferral / active EE | $2,681 | $5,948-54.9% | $5,198-48.4% | $5,850-54.2% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |