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 | $1,432 | $109,982-98.7% | $97,226-98.5% | $145,922-99.0% |
| Participation rate | 90.5% | 75.9%+14.5pp | 72.7%+17.8pp | 80.3%+10.2pp |
| Annual return | 13.62% | 242.90%-229.3pp | 75.13%-61.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,060 | $4,676-77.3% | $4,264-75.1% | $6,688-84.1% |
| Admin fee / account holder | $96 | $6,221-98.5% | $5,654-98.3% | $13,397-99.3% |