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 | $11,413 | $111,724-89.8% | $93,606-87.8% | $145,922-92.2% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 12.54% | 202.98%-190.4pp | 133.20%-120.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $439 | $3,090-85.8% | $2,420-81.8% | $4,660-90.6% |
| Participant deferral / active EE | $4,542 | $4,912-7.5% | $4,411+3.0% | $6,688-32.1% |
| Admin fee / account holder | $75 | $10,250-99.3% | $8,285-99.1% | $13,397-99.4% |