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 | $9,569 | $109,413-91.3% | $156,263-93.9% | $84,808-88.7% |
| Participation rate | 80.4% | 72.7%+7.7pp | 78.9%+1.5pp | 68.3%+12.1pp |
| Annual return | 24.15% | 20.18%+4.0pp | 59.47%-35.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $568 | $2,907-80.5% | $4,333-86.9% | $2,631-78.4% |
| Participant deferral / active EE | $2,007 | $4,590-56.3% | $6,158-67.4% | $4,212-52.3% |
| Admin fee / account holder | $213 | $9,357-97.7% | $14,255-98.5% | $7,344-97.1% |