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 | $7,880 | $159,602-95.1% | $150,045-94.7% | $142,382-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.14% | 70.24%-37.1pp | 62.55%-29.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $159 | $4,961-96.8% | $4,693-96.6% | $4,299-96.3% |
| Participant deferral / active EE | $9,578 | $8,310+15.3% | $7,997+19.8% | $6,507+47.2% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |