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 | $20,885 | $109,881-81.0% | $150,045-86.1% | $84,808-75.4% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 21.93% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $134 | $3,561-96.2% | $4,693-97.2% | $2,631-94.9% |
| Participant deferral / active EE | $4,743 | $6,636-28.5% | $7,997-40.7% | $4,212+12.6% |
| Admin fee / account holder | $277 | $8,568-96.8% | $13,435-97.9% | $7,344-96.2% |