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 | $4,311 | $53,516-91.9% | $126,539-96.6% | $84,808-94.9% |
| Participation rate | 82.5% | 58.2%+24.3pp | 69.8%+12.7pp | 68.3%+14.2pp |
| Annual return | 26.18% | 58.34%-32.2pp | 425.95%-399.8pp | 40.90%-14.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,638 | $2,671-38.6% | $4,083-59.9% | $4,212-61.1% |
| Admin fee / account holder | $97 | $4,497-97.9% | $6,065-98.4% | $7,344-98.7% |