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 | $7,355 | $117,841-93.8% | $102,423-92.8% | $145,922-95.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 20.45% | 31.65%-11.2pp | 29.32%-8.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $485 | $3,615-86.6% | $3,023-84.0% | $4,660-89.6% |
| Participant deferral / active EE | $2,433 | $5,731-57.5% | $5,053-51.9% | $6,688-63.6% |
| Admin fee / account holder | $23 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |