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 | $19,783 | $201,272-90.2% | $184,203-89.3% | $145,922-86.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 40.79% | 29.00%+11.8pp | 28.81%+12.0pp | 561.29%-520.5pp |
| Employer contribution / active EE | $828 | $7,022-88.2% | $6,427-87.1% | $4,660-82.2% |
| Participant deferral / active EE | $6,361 | $9,806-35.1% | $9,131-30.3% | $6,688-4.9% |
| Admin fee / account holder | $128 | $16,364-99.2% | $13,901-99.1% | $13,397-99.0% |