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 | $7,417 | $99,341-92.5% | $84,750-91.2% | $273,961-97.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3623.55% | 22.93%+3600.6pp | 22.78%+3600.8pp | 41.45%+3582.1pp |
| Employer contribution / active EE | $611 | $4,214-85.5% | $3,574-82.9% | $4,869-87.5% |
| Participant deferral / active EE | $1,509 | $4,269-64.6% | $3,712-59.3% | $5,287-71.5% |
| Admin fee / account holder | $12 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |