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 | $15,235 | $179,726-91.5% | $156,263-90.3% | $142,382-89.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 25.46% | 77.86%-52.4pp | 59.47%-34.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $827 | $5,069-83.7% | $4,333-80.9% | $4,299-80.8% |
| Participant deferral / active EE | $7,412 | $6,956+6.6% | $6,158+20.4% | $6,507+13.9% |
| Admin fee / account holder | $39 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |