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 | $5,773 | $48,046-88.0% | $84,611-93.2% | $72,985-92.1% |
| Participation rate | 89.3% | 57.6%+31.7pp | 68.2%+21.1pp | 69.5%+19.8pp |
| Annual return | 220.97% | 37.38%+183.6pp | 258.74%-37.8pp | 81.00%+140.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,317 | $2,680+98.4% | $3,899+36.4% | $3,607+47.4% |
| Admin fee / account holder | $116 | $3,395-96.6% | $4,912-97.6% | $5,124-97.7% |