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 | $5,705 | $53,516-89.3% | $126,539-95.5% | $84,808-93.3% |
| Participation rate | 96.0% | 58.2%+37.8pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 71.02% | 58.34%+12.7pp | 425.95%-354.9pp | 40.90%+30.1pp |
| Employer contribution / active EE | $232 | $1,535-84.9% | $3,674-93.7% | $2,631-91.2% |
| Participant deferral / active EE | $1,391 | $2,671-47.9% | $4,083-65.9% | $4,212-67.0% |
| Admin fee / account holder | $42 | $4,497-99.1% | $6,065-99.3% | $7,344-99.4% |