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 | $2,836 | $69,207-95.9% | $64,056-95.6% | $139,434-98.0% |
| Participation rate | 78.3% | 75.6%+2.7pp | 72.3%+6.0pp | 80.3%-2.1pp |
| Annual return | 29.47% | 45.88%-16.4pp | 33.69%-4.2pp | 372.94%-343.5pp |
| Employer contribution / active EE | $364 | $3,182-88.6% | $2,747-86.8% | $4,751-92.3% |
| Participant deferral / active EE | $1,260 | $4,682-73.1% | $3,880-67.5% | $6,710-81.2% |
| Admin fee / account holder | $13 | $4,244-99.7% | $3,068-99.6% | $11,403-99.9% |