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 7-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 | $1,490 | $77,899-98.1% | $149,673-99.0% | $75,163-98.0% |
| Participation rate | 82.1% | 65.6%+16.5pp | 78.8%+3.3pp | 67.2%+14.9pp |
| Annual return | 20.07% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $882 | $3,411-74.1% | $5,680-84.5% | $4,125-78.6% |
| Admin fee / account holder | $35 | $5,956-99.4% | $13,210-99.7% | $5,651-99.4% |