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 | $375 | $70,606-99.5% | $53,898-99.3% | $142,382-99.7% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 15.81% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $368 | $2,364-84.4% | $1,826-79.9% | $6,507-94.3% |
| Admin fee / account holder | $111 | $2,852-96.1% | $2,491-95.6% | $12,624-99.1% |