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 8-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 | $18,107 | $209,411-91.4% | $178,490-89.9% | $158,922-88.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 22.46% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $988 | $5,706-82.7% | $5,011-80.3% | $4,761-79.2% |
| Participant deferral / active EE | $2,488 | $5,954-58.2% | $5,202-52.2% | $5,982-58.4% |
| Admin fee / account holder | $268 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |