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 6-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 | $870 | $37,426-97.7% | $77,482-98.9% | $79,858-98.9% |
| Participation rate | 82.1% | 41.5%+40.6pp | 54.2%+27.9pp | 69.6%+12.5pp |
| Annual return | 23.81% | 39.70%-15.9pp | 54.79%-31.0pp | 31.71%-7.9pp |
| Employer contribution / active EE | $85 | $637-86.7% | $986-91.4% | $2,471-96.6% |
| Participant deferral / active EE | $569 | $1,260-54.8% | $1,861-69.4% | $3,740-84.8% |
| Admin fee / account holder | $45 | $2,504-98.2% | $2,858-98.4% | $5,306-99.2% |