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 | $2,748 | $163,101-98.3% | $136,749-98.0% | $142,382-98.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.90% | 27.54%-13.6pp | 24.33%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $578 | $4,117-86.0% | $3,400-83.0% | $4,299-86.6% |
| Participant deferral / active EE | $1,524 | $5,585-72.7% | $4,692-67.5% | $6,507-76.6% |
| Admin fee / account holder | $37 | $14,318-99.7% | $11,386-99.7% | $12,624-99.7% |