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 | $3,637 | $183,519-98.0% | $155,509-97.7% | $145,922-97.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 37.16% | 61.17%-24.0pp | 64.67%-27.5pp | 561.29%-524.1pp |
| Employer contribution / active EE | $788 | $5,313-85.2% | $4,672-83.1% | $4,660-83.1% |
| Participant deferral / active EE | $2,500 | $6,462-61.3% | $5,626-55.6% | $6,688-62.6% |
| Admin fee / account holder | $81 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |