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 5-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 | $2,054 | $80,717-97.5% | $154,803-98.7% | $84,808-97.6% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 22.10% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2 | $2,761-99.9% | $4,305-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $1,124 | $3,303-66.0% | $5,540-79.7% | $4,212-73.3% |
| Admin fee / account holder | $134 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |