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 | $3,803 | $107,334-96.5% | $92,893-95.9% | $152,861-97.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.23% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $429 | $4,221-89.8% | $3,653-88.3% | $4,762-91.0% |
| Participant deferral / active EE | $1,503 | $4,845-69.0% | $4,236-64.5% | $5,850-74.3% |
| Admin fee / account holder | $81 | $7,079-98.9% | $5,794-98.6% | $11,596-99.3% |