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 | $32,216 | $197,591-83.7% | $177,821-81.9% | $158,922-79.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 44.48% | 58.76%-14.3pp | 48.32%-3.8pp | 302.83%-258.3pp |
| Employer contribution / active EE | $833 | $6,697-87.6% | $5,918-85.9% | $4,761-82.5% |
| Participant deferral / active EE | $5,708 | $8,405-32.1% | $7,714-26.0% | $5,982-4.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |