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 | $3,356 | $100,773-96.7% | $88,946-96.2% | $142,382-97.6% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 30.75% | 70.18%-39.4pp | 57.82%-27.1pp | 217.08%-186.3pp |
| Employer contribution / active EE | $22 | $2,918-99.3% | $2,555-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $1,898 | $5,230-63.7% | $4,581-58.6% | $6,507-70.8% |
| Admin fee / account holder | $40 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |