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 8-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 | $3,287 | $106,890-96.9% | $84,015-96.1% | $152,861-97.8% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 31.50% | 104.99%-73.5pp | 71.31%-39.8pp | 345.32%-313.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,190 | $4,011-45.4% | $3,239-32.4% | $5,850-62.6% |
| Admin fee / account holder | $247 | $8,285-97.0% | $6,101-96.0% | $11,596-97.9% |