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 | $26,709 | $238,490-88.8% | $180,183-85.2% | $142,382-81.2% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 17.98% | 33.56%-15.6pp | 27.86%-9.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $27 | $6,143-99.6% | $5,039-99.5% | $4,299-99.4% |
| Participant deferral / active EE | $7,514 | $7,996-6.0% | $6,822+10.1% | $6,507+15.5% |
| Admin fee / account holder | $163 | $28,866-99.4% | $19,975-99.2% | $12,624-98.7% |