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 6-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 | $1,660 | $127,264-98.7% | $109,895-98.5% | $167,490-99.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 60.12% | 22.97%+37.1pp | 29.45%+30.7pp | 478.56%-418.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,458 | $4,514-67.7% | $4,048-64.0% | $6,341-77.0% |
| Admin fee / account holder | $60 | $7,114-99.2% | $6,066-99.0% | $12,309-99.5% |