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 4-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 | $2,880 | $210,648-98.6% | $177,989-98.4% | $145,922-98.0% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 16.61% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $19 | $4,565-99.6% | $3,949-99.5% | $4,660-99.6% |
| Participant deferral / active EE | $1,325 | $6,958-80.9% | $6,276-78.9% | $6,688-80.2% |
| Admin fee / account holder | $13 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |