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 7-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 | $1,214 | $50,972-97.6% | $88,538-98.6% | $72,985-98.3% |
| Participation rate | 88.7% | 63.4%+25.3pp | 68.7%+20.0pp | 69.5%+19.2pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $212 | $1,475-85.6% | $2,098-89.9% | $2,440-91.3% |
| Participant deferral / active EE | $849 | $2,230-61.9% | $2,914-70.9% | $3,607-76.5% |
| Admin fee / account holder | $54 | $3,230-98.3% | $4,310-98.7% | $5,124-98.9% |