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 | $2,389 | $226,064-98.9% | $182,532-98.7% | $152,861-98.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.98% | 192.51%-176.5pp | 148.54%-132.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $43 | $4,978-99.1% | $4,076-98.9% | $4,762-99.1% |
| Participant deferral / active EE | $1,436 | $6,368-77.4% | $5,524-74.0% | $5,850-75.5% |
| Admin fee / account holder | $55 | $10,703-99.5% | $8,592-99.4% | $11,596-99.5% |