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 | $10,553 | $209,411-95.0% | $178,490-94.1% | $158,922-93.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 31.97% | 188.75%-156.8pp | 151.07%-119.1pp | 302.83%-270.9pp |
| Employer contribution / active EE | $972 | $5,706-83.0% | $5,011-80.6% | $4,761-79.6% |
| Participant deferral / active EE | $5,350 | $5,954-10.1% | $5,202+2.9% | $5,982-10.6% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |