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 | $2,205 | $100,773-97.8% | $88,946-97.5% | $142,382-98.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 20.27% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $202 | $2,918-93.1% | $2,555-92.1% | $4,299-95.3% |
| Participant deferral / active EE | $1,105 | $5,230-78.9% | $4,581-75.9% | $6,507-83.0% |
| Admin fee / account holder | $140 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |