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 | $1,850 | $49,227-96.2% | $70,449-97.4% | $79,858-97.7% |
| Participation rate | 70.4% | 69.2%+1.2pp | 75.1%-4.7pp | 69.6%+0.7pp |
| Annual return | 22.69% | 30.06%-7.4pp | 109.03%-86.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $7 | $2,099-99.7% | $2,737-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $863 | $2,768-68.8% | $3,709-76.7% | $3,740-76.9% |
| Admin fee / account holder | $104 | $2,878-96.4% | $3,845-97.3% | $5,306-98.0% |