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 7-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 | $11,828 | $93,571-87.4% | $135,903-91.3% | $75,163-84.3% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 28.41% | 30.90%-2.5pp | 68.23%-39.8pp | 160.62%-132.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,386 | $6,404-47.1% | $7,758-56.4% | $4,125-17.9% |
| Admin fee / account holder | $90 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |