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 6-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 | $17,619 | $175,202-89.9% | $149,673-88.2% | $139,434-87.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 20.68% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $896 | $5,474-83.6% | $4,818-81.4% | $4,751-81.1% |
| Participant deferral / active EE | $5,759 | $6,519-11.6% | $5,680+1.4% | $6,710-14.2% |
| Admin fee / account holder | $73 | $16,150-99.5% | $13,210-99.4% | $11,403-99.4% |