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 | $2,451 | $104,974-97.7% | $95,585-97.4% | $142,382-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $39 | $2,779-98.6% | $2,527-98.5% | $4,299-99.1% |
| Participant deferral / active EE | $673 | $4,352-84.5% | $4,023-83.3% | $6,507-89.7% |
| Admin fee / account holder | $238 | $6,386-96.3% | $6,127-96.1% | $12,624-98.1% |