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 | $12,912 | $157,256-91.8% | $141,162-90.9% | $152,861-91.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 23.20% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $743 | $5,261-85.9% | $4,735-84.3% | $4,762-84.4% |
| Participant deferral / active EE | $2,464 | $7,109-65.3% | $6,709-63.3% | $5,850-57.9% |
| Admin fee / account holder | $82 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |