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 8-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 | $7,408 | $202,318-96.3% | $172,739-95.7% | $152,861-95.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 1137.66% | 1029.65%+108.0pp | 802.84%+334.8pp | 345.32%+792.3pp |
| Employer contribution / active EE | $620 | $5,856-89.4% | $5,143-87.9% | $4,762-87.0% |
| Participant deferral / active EE | $6,923 | $5,948+16.4% | $5,198+33.2% | $5,850+18.3% |
| Admin fee / account holder | $60 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |