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 | $5,040 | $93,571-94.6% | $135,903-96.3% | $75,163-93.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 55.54% | 30.90%+24.6pp | 68.23%-12.7pp | 160.62%-105.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,945 | $6,404-54.0% | $7,758-62.0% | $4,125-28.6% |
| Admin fee / account holder | $204 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |