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 | $1,434 | $58,208-97.5% | $81,812-98.2% | $80,856-98.2% |
| Participation rate | 75.7% | 63.4%+12.3pp | 72.3%+3.3pp | 67.6%+8.0pp |
| Annual return | 18.96% | 41.66%-22.7pp | 773.79%-754.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $887 | $3,281-73.0% | $4,319-79.5% | $4,296-79.3% |
| Admin fee / account holder | $59 | $4,981-98.8% | $7,386-99.2% | $6,918-99.1% |