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 | $2,002 | $80,717-97.5% | $154,803-98.7% | $84,808-97.6% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 24.94% | 37.96%-13.0pp | 58.88%-33.9pp | 40.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $980 | $3,303-70.3% | $5,540-82.3% | $4,212-76.7% |
| Admin fee / account holder | $13 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |