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 | $22,129 | $185,822-88.1% | $169,993-87.0% | $139,434-84.1% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 14.92% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,319 | $7,590-82.6% | $6,785-80.6% | $4,751-72.2% |
| Participant deferral / active EE | $3,150 | $11,622-72.9% | $10,408-69.7% | $6,710-53.1% |
| Admin fee / account holder | $171 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |