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 | $4,262 | $264,545-98.4% | $186,774-97.7% | $287,075-98.5% |
| Participation rate | 95.2% | 79.5%+15.7pp | 55.8%+39.4pp | 55.8%+39.4pp |
| Annual return | 4.91% | 8.01%-3.1pp | 7.78%-2.9pp | 24.42%-19.5pp |
| Employer contribution / active EE | $673 | $41,524-98.4% | $32,517-97.9% | $41,338-98.4% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $25 | $2,053-98.8% | $3,044-99.2% | $22,079-99.9% |