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 | $4,846 | $183,519-97.4% | $155,509-96.9% | $145,922-96.7% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 14.85% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $870 | $5,313-83.6% | $4,672-81.4% | $4,660-81.3% |
| Participant deferral / active EE | $2,061 | $6,462-68.1% | $5,626-63.4% | $6,688-69.2% |
| Admin fee / account holder | $64 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |