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 | $15,116 | $198,466-92.4% | $170,442-91.1% | $147,584-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.01% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $893 | $6,184-85.6% | $5,433-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $3,501 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |