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 | $590 | $31,310-98.1% | $53,898-98.9% | $74,304-99.2% |
| Participation rate | 80.4% | 30.7%+49.7pp | 55.0%+25.4pp | 60.3%+20.0pp |
| Annual return | 25.93% | 23.16%+2.8pp | 528.60%-502.7pp | 29.43%-3.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $315 | $934-66.3% | $1,826-82.8% | $3,767-91.6% |
| Admin fee / account holder | $145 | $2,175-93.3% | $2,491-94.2% | $2,969-95.1% |