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 | $795 | $70,606-98.9% | $53,898-98.5% | $142,382-99.4% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 16.74% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $960 | $2,364-59.4% | $1,826-47.5% | $6,507-85.3% |
| Admin fee / account holder | $89 | $2,852-96.9% | $2,491-96.4% | $12,624-99.3% |