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 8-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 | $18,381 | $202,318-90.9% | $172,739-89.4% | $152,861-88.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.40% | 1029.65%-1004.3pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $903 | $5,856-84.6% | $5,143-82.4% | $4,762-81.0% |
| Participant deferral / active EE | $5,044 | $5,948-15.2% | $5,198-3.0% | $5,850-13.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |