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 5-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 | $6,956 | $201,272-96.5% | $184,203-96.2% | $145,922-95.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.44% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,349 | $7,022-80.8% | $6,427-79.0% | $4,660-71.0% |
| Participant deferral / active EE | $3,426 | $9,806-65.1% | $9,131-62.5% | $6,688-48.8% |
| Admin fee / account holder | $54 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |