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 10-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 | $5,208 | $73,515-92.9% | $62,995-91.7% | $147,584-96.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 24.13% | 175.43%-151.3pp | 87.57%-63.4pp | 578.55%-554.4pp |
| Employer contribution / active EE | $298 | $3,320-91.0% | $2,759-89.2% | $4,876-93.9% |
| Participant deferral / active EE | $1,754 | $4,185-58.1% | $3,329-47.3% | $5,439-67.7% |
| Admin fee / account holder | $50 | $5,953-99.2% | $3,600-98.6% | $10,885-99.5% |