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 3-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 | $2,259 | $54,705-95.9% | $71,209-96.8% | $84,808-97.3% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.0pp |
| Annual return | 20.45% | 35.90%-15.4pp | 282.51%-262.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $680 | $3,030-77.6% | $4,175-83.7% | $4,212-83.9% |
| Admin fee / account holder | $88 | $4,863-98.2% | $5,349-98.4% | $7,344-98.8% |