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 5-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 | $4,251 | $189,613-97.8% | $167,512-97.5% | $142,382-97.0% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 17.87% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $325 | $4,349-92.5% | $3,882-91.6% | $4,299-92.4% |
| Participant deferral / active EE | $1,412 | $6,981-79.8% | $6,405-78.0% | $6,507-78.3% |
| Admin fee / account holder | $71 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |