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 | $11,913 | $140,940-91.5% | $112,229-89.4% | $139,434-91.5% |
| Participation rate | 76.2% | 79.2%-3.0pp | 72.4%+3.8pp | 80.3%-4.1pp |
| Annual return | 34.93% | 32.71%+2.2pp | 30.20%+4.7pp | 372.94%-338.0pp |
| Employer contribution / active EE | $670 | $4,283-84.3% | $3,430-80.5% | $4,751-85.9% |
| Participant deferral / active EE | $5,103 | $5,874-13.1% | $4,798+6.3% | $6,710-24.0% |
| Admin fee / account holder | $111 | $9,954-98.9% | $7,748-98.6% | $11,403-99.0% |