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 | $17,488 | $109,881-84.1% | $150,045-88.3% | $84,808-79.4% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 23.50% | 28.25%-4.7pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,597 | $6,636-15.7% | $7,997-30.0% | $4,212+32.9% |
| Admin fee / account holder | $246 | $8,568-97.1% | $13,435-98.2% | $7,344-96.6% |