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 4-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 | $8,971 | $201,272-95.5% | $184,203-95.1% | $145,922-93.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.70% | 29.00%+7.7pp | 28.81%+7.9pp | 561.29%-524.6pp |
| Employer contribution / active EE | $1,221 | $7,022-82.6% | $6,427-81.0% | $4,660-73.8% |
| Participant deferral / active EE | $4,453 | $9,806-54.6% | $9,131-51.2% | $6,688-33.4% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |