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 | $3,782 | $114,381-96.7% | $107,525-96.5% | $142,382-97.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 29.91% | 242.71%-212.8pp | 181.32%-151.4pp | 217.08%-187.2pp |
| Employer contribution / active EE | $711 | $4,015-82.3% | $3,754-81.1% | $4,299-83.5% |
| Participant deferral / active EE | $1,687 | $5,564-69.7% | $5,116-67.0% | $6,507-74.1% |
| Admin fee / account holder | $114 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |