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 | $816 | $117,983-99.3% | $101,794-99.2% | $142,382-99.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.48% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $16 | $2,773-99.4% | $2,289-99.3% | $4,299-99.6% |
| Participant deferral / active EE | $1,303 | $4,714-72.3% | $4,084-68.1% | $6,507-80.0% |
| Admin fee / account holder | $129 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |