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 3-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 | $13,940 | $183,519-92.4% | $155,509-91.0% | $145,922-90.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.01% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $726 | $5,313-86.3% | $4,672-84.5% | $4,660-84.4% |
| Participant deferral / active EE | $5,355 | $6,462-17.1% | $5,626-4.8% | $6,688-19.9% |
| Admin fee / account holder | $174 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |