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 | $21,693 | $183,963-88.2% | $162,163-86.6% | $152,861-85.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.55% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $879 | $6,371-86.2% | $5,614-84.3% | $4,762-81.5% |
| Participant deferral / active EE | $3,736 | $8,034-53.5% | $7,298-48.8% | $5,850-36.1% |
| Admin fee / account holder | $59 | $13,121-99.5% | $10,843-99.5% | $11,596-99.5% |