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 | $9,509 | $202,318-95.3% | $172,739-94.5% | $152,861-93.8% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 22.77% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,049 | $5,856-82.1% | $5,143-79.6% | $4,762-78.0% |
| Participant deferral / active EE | $2,176 | $5,948-63.4% | $5,198-58.1% | $5,850-62.8% |
| Admin fee / account holder | $132 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |