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 | $3,952 | $48,230-91.8% | $67,502-94.1% | $80,856-95.1% |
| Participation rate | 97.7% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | 39.40% | 18.28%+21.1pp | 3512.12%-3472.7pp | 35.59%+3.8pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,401 | $2,924-52.1% | $4,000-65.0% | $4,296-67.4% |
| Admin fee / account holder | $17 | $3,681-99.5% | $3,998-99.6% | $6,918-99.7% |