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 | $4,412 | $71,050-93.8% | $93,606-95.3% | $80,856-94.5% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 473.47% | 11.26%+462.2pp | 133.20%+340.3pp | 35.59%+437.9pp |
| Employer contribution / active EE | $324 | $1,564-79.3% | $2,420-86.6% | $2,755-88.2% |
| Participant deferral / active EE | $2,340 | $4,034-42.0% | $4,411-47.0% | $4,296-45.5% |
| Admin fee / account holder | $40 | $6,945-99.4% | $8,285-99.5% | $6,918-99.4% |