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 5-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 | $16,516 | $86,929-81.0% | $102,423-83.9% | $80,856-79.6% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 33.74% | 18.88%+14.9pp | 29.32%+4.4pp | 35.59%-1.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,694 | $4,118+111.1% | $5,053+72.1% | $4,296+102.4% |
| Admin fee / account holder | $123 | $8,049-98.5% | $9,451-98.7% | $6,918-98.2% |