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 | $1,448 | $80,717-98.2% | $154,803-99.1% | $84,808-98.3% |
| Participation rate | 91.8% | 66.8%+25.0pp | 78.1%+13.7pp | 68.3%+23.5pp |
| Annual return | 25.60% | 37.96%-12.4pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $1 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,142 | $3,303-65.4% | $5,540-79.4% | $4,212-72.9% |
| Admin fee / account holder | $144 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |