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 | $2,799 | $107,334-97.4% | $92,893-97.0% | $152,861-98.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 72.67% | 145.58%-72.9pp | 109.41%-36.7pp | 345.32%-272.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,901 | $4,845-60.8% | $4,236-55.1% | $5,850-67.5% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |