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 10-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 | $16,709 | $171,865-90.3% | $149,718-88.8% | $147,584-88.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 24.00% | 2113.22%-2089.2pp | 1501.63%-1477.6pp | 578.55%-554.5pp |
| Employer contribution / active EE | $482 | $6,275-92.3% | $5,445-91.1% | $4,876-90.1% |
| Participant deferral / active EE | $10,624 | $7,271+46.1% | $6,569+61.7% | $5,439+95.3% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |