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 | $2,076 | $109,982-98.1% | $97,226-97.9% | $145,922-98.6% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 15.69% | 242.90%-227.2pp | 75.13%-59.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $907 | $4,676-80.6% | $4,264-78.7% | $6,688-86.4% |
| Admin fee / account holder | $131 | $6,221-97.9% | $5,654-97.7% | $13,397-99.0% |