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 | $1,393 | $104,974-98.7% | $95,585-98.5% | $142,382-99.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 25.84% | 210.33%-184.5pp | 38.56%-12.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $657 | $4,352-84.9% | $4,023-83.7% | $6,507-89.9% |
| Admin fee / account holder | $3 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |