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 | $1,847 | $74,888-97.5% | $71,209-97.4% | $142,382-98.7% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 23.22% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $898 | $4,454-79.8% | $4,175-78.5% | $6,507-86.2% |
| Admin fee / account holder | $181 | $5,568-96.7% | $5,349-96.6% | $12,624-98.6% |