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 5-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 | $3,445 | $175,202-98.0% | $149,673-97.7% | $139,434-97.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.57% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $846 | $5,474-84.5% | $4,818-82.4% | $4,751-82.2% |
| Participant deferral / active EE | $2,899 | $6,519-55.5% | $5,680-49.0% | $6,710-56.8% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |