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 | $1,103 | $30,400-96.4% | $53,898-98.0% | $84,808-98.7% |
| Participation rate | 80.8% | 46.4%+34.3pp | 55.0%+25.8pp | 68.3%+12.5pp |
| Annual return | 23.53% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $588 | $1,199-51.0% | $1,826-67.8% | $4,212-86.0% |
| Admin fee / account holder | $63 | $1,993-96.8% | $2,491-97.5% | $7,344-99.1% |