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 | $20,651 | $179,726-88.5% | $156,263-86.8% | $142,382-85.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.24% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $976 | $5,069-80.7% | $4,333-77.5% | $4,299-77.3% |
| Participant deferral / active EE | $6,922 | $6,956-0.5% | $6,158+12.4% | $6,507+6.4% |
| Admin fee / account holder | $214 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |