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 | $1,192 | $76,738-98.4% | $56,411-97.9% | $145,922-99.2% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.3pp | 80.3%-7.5pp |
| Annual return | 15.42% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $25 | $1,380-98.2% | $1,039-97.5% | $4,660-99.5% |
| Participant deferral / active EE | $712 | $2,623-72.8% | $1,952-63.5% | $6,688-89.3% |
| Admin fee / account holder | $91 | $3,334-97.3% | $2,829-96.8% | $13,397-99.3% |