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 | $2,624 | $78,672-96.7% | $109,143-97.6% | $85,850-96.9% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 23.87% | 25.09%-1.2pp | 25.75%-1.9pp | 318.53%-294.7pp |
| Employer contribution / active EE | $5 | $2,735-99.8% | $3,722-99.9% | $2,565-99.8% |
| Participant deferral / active EE | $1,912 | $3,467-44.9% | $4,653-58.9% | $3,952-51.6% |
| Admin fee / account holder | $160 | $5,469-97.1% | $6,752-97.6% | $6,260-97.4% |