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 9-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 | $12,316 | $177,572-93.1% | $154,803-92.0% | $142,382-91.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.73% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $836 | $4,810-82.6% | $4,305-80.6% | $4,299-80.6% |
| Participant deferral / active EE | $2,667 | $6,272-57.5% | $5,540-51.9% | $6,507-59.0% |
| Admin fee / account holder | $187 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |