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 | $2,200 | $100,773-97.8% | $88,946-97.5% | $142,382-98.5% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 18.29% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $84 | $2,918-97.1% | $2,555-96.7% | $4,299-98.0% |
| Participant deferral / active EE | $1,069 | $5,230-79.6% | $4,581-76.7% | $6,507-83.6% |
| Admin fee / account holder | $77 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |