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 5-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 | $25,118 | $209,411-88.0% | $178,490-85.9% | $158,922-84.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 37.72% | 188.75%-151.0pp | 151.07%-113.3pp | 302.83%-265.1pp |
| Employer contribution / active EE | $654 | $5,706-88.5% | $5,011-86.9% | $4,761-86.3% |
| Participant deferral / active EE | $2,827 | $5,954-52.5% | $5,202-45.6% | $5,982-52.7% |
| Admin fee / account holder | $213 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |