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 7-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 | $32,217 | $123,793-74.0% | $177,821-81.9% | $79,858-59.7% |
| Participation rate | 93.6% | 84.7%+9.0pp | 87.7%+5.9pp | 69.6%+24.0pp |
| Annual return | 18.97% | 22.82%-3.8pp | 48.32%-29.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $115 | $4,095-97.2% | $5,918-98.1% | $2,471-95.4% |
| Participant deferral / active EE | $2,948 | $5,956-50.5% | $7,714-61.8% | $3,740-21.2% |
| Admin fee / account holder | $31 | $7,243-99.6% | $12,427-99.8% | $5,306-99.4% |