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 9-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 | $4,123 | $157,256-97.4% | $141,162-97.1% | $152,861-97.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 32.13% | 64.32%-32.2pp | 71.39%-39.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $845 | $5,261-83.9% | $4,735-82.2% | $4,762-82.3% |
| Participant deferral / active EE | $2,322 | $7,109-67.3% | $6,709-65.4% | $5,850-60.3% |
| Admin fee / account holder | $256 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |