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 | $973 | $57,016-98.3% | $84,966-98.9% | $80,856-98.8% |
| Participation rate | 83.9% | 56.3%+27.5pp | 67.5%+16.4pp | 67.6%+16.2pp |
| Annual return | 15.42% | 21.66%-6.2pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1 | $1,798-99.9% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $969 | $3,110-68.8% | $4,519-78.6% | $4,296-77.4% |
| Admin fee / account holder | $129 | $4,980-97.4% | $6,149-97.9% | $6,918-98.1% |