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 | $2,336 | $110,257-97.9% | $96,544-97.6% | $139,434-98.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 259.87% | 26.32%+233.6pp | 25.84%+234.0pp | 372.94%-113.1pp |
| Employer contribution / active EE | $286 | $3,620-92.1% | $2,965-90.3% | $4,751-94.0% |
| Participant deferral / active EE | $1,868 | $5,548-66.3% | $4,851-61.5% | $6,710-72.2% |
| Admin fee / account holder | $85 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |