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 | $2,171 | $104,974-97.9% | $95,585-97.7% | $142,382-98.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 26.76% | 210.33%-183.6pp | 38.56%-11.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $199 | $2,779-92.8% | $2,527-92.1% | $4,299-95.4% |
| Participant deferral / active EE | $824 | $4,352-81.1% | $4,023-79.5% | $6,507-87.3% |
| Admin fee / account holder | $4 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |