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 4-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 | $10,019 | $111,754-91.0% | $103,333-90.3% | $145,922-93.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.56% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $731 | $4,212-82.6% | $3,868-81.1% | $4,660-84.3% |
| Participant deferral / active EE | $3,361 | $5,619-40.2% | $5,057-33.6% | $6,688-49.7% |
| Admin fee / account holder | $114 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |