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 | $2,406 | $105,126-97.7% | $94,646-97.5% | $139,434-98.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 43.17% | 38.03%+5.1pp | 156.71%-113.5pp | 372.94%-329.8pp |
| Employer contribution / active EE | $379 | $4,106-90.8% | $3,672-89.7% | $4,751-92.0% |
| Participant deferral / active EE | $2,731 | $7,599-64.1% | $7,418-63.2% | $6,710-59.3% |
| Admin fee / account holder | $55 | $8,984-99.4% | $7,231-99.2% | $11,403-99.5% |