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 3-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 | $9,805 | $177,572-94.5% | $154,803-93.7% | $142,382-93.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 32.88% | 65.07%-32.2pp | 58.88%-26.0pp | 217.08%-184.2pp |
| Employer contribution / active EE | $510 | $4,810-89.4% | $4,305-88.1% | $4,299-88.1% |
| Participant deferral / active EE | $5,749 | $6,272-8.3% | $5,540+3.8% | $6,507-11.7% |
| Admin fee / account holder | $232 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |