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 | $10,366 | $209,832-95.1% | $189,513-94.5% | $167,490-93.8% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 21.22% | 748.27%-727.1pp | 555.15%-533.9pp | 478.56%-457.3pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,313 | $8,935-29.3% | $8,221-23.2% | $6,341-0.4% |
| Admin fee / account holder | $38 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |