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 | $3,101 | $72,400-95.7% | $67,502-95.4% | $145,922-97.9% |
| Participation rate | 81.0% | 76.9%+4.1pp | 72.9%+8.1pp | 80.3%+0.7pp |
| Annual return | 26.13% | 7182.46%-7156.3pp | 3512.12%-3486.0pp | 561.29%-535.2pp |
| Employer contribution / active EE | $265 | $3,069-91.4% | $2,731-90.3% | $4,660-94.3% |
| Participant deferral / active EE | $2,179 | $4,783-54.4% | $4,000-45.5% | $6,688-67.4% |
| Admin fee / account holder | $173 | $5,539-96.9% | $3,998-95.7% | $13,397-98.7% |