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 | $3,745 | $198,466-98.1% | $170,442-97.8% | $147,584-97.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $960 | $6,184-84.5% | $5,433-82.3% | $4,876-80.3% |
| Participant deferral / active EE | $2,486 | $5,629-55.8% | $4,939-49.7% | $5,439-54.3% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |