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 | $24,329 | $202,318-88.0% | $172,739-85.9% | $152,861-84.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 25.71% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,236 | $5,856-78.9% | $5,143-76.0% | $4,762-74.0% |
| Participant deferral / active EE | $4,555 | $5,948-23.4% | $5,198-12.4% | $5,850-22.1% |
| Admin fee / account holder | $282 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |