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 3-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 | $4,477 | $108,919-95.9% | $100,391-95.5% | $145,922-96.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.74% | 57.88%-40.1pp | 49.20%-31.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $116 | $4,419-97.4% | $3,942-97.1% | $4,660-97.5% |
| Participant deferral / active EE | $5,440 | $8,445-35.6% | $8,082-32.7% | $6,688-18.7% |
| Admin fee / account holder | $14 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |