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 4-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 | $6,647 | $183,519-96.4% | $155,509-95.7% | $145,922-95.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 33.51% | 61.17%-27.7pp | 64.67%-31.2pp | 561.29%-527.8pp |
| Employer contribution / active EE | $900 | $5,313-83.1% | $4,672-80.7% | $4,660-80.7% |
| Participant deferral / active EE | $2,947 | $6,462-54.4% | $5,626-47.6% | $6,688-55.9% |
| Admin fee / account holder | $25 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |