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 | $3,462 | $49,922-93.1% | $80,569-95.7% | $75,163-95.4% |
| Participation rate | 74.2% | 55.3%+18.9pp | 67.0%+7.2pp | 67.2%+7.0pp |
| Annual return | 23.36% | 34.69%-11.3pp | 935.43%-912.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,004 | $2,990-33.0% | $4,447-55.0% | $4,125-51.4% |
| Admin fee / account holder | $146 | $3,577-95.9% | $5,377-97.3% | $5,651-97.4% |