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 | $12,592 | $165,912-92.4% | $122,332-89.7% | $147,584-91.5% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 14.88% | 34.55%-19.7pp | 30.27%-15.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,355 | $4,005-41.2% | $3,287-28.3% | $5,439-56.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |