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 | $12,715 | $175,202-92.7% | $149,673-91.5% | $139,434-90.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 27.88% | 166.71%-138.8pp | 134.42%-106.5pp | 372.94%-345.1pp |
| Employer contribution / active EE | $848 | $5,474-84.5% | $4,818-82.4% | $4,751-82.1% |
| Participant deferral / active EE | $3,321 | $6,519-49.1% | $5,680-41.5% | $6,710-50.5% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |