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 7-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 | $4,770 | $165,335-97.1% | $149,696-96.8% | $158,922-97.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 42.57% | 348.15%-305.6pp | 276.60%-234.0pp | 302.83%-260.3pp |
| Employer contribution / active EE | $897 | $5,103-82.4% | $4,644-80.7% | $4,761-81.2% |
| Participant deferral / active EE | $2,404 | $7,181-66.5% | $6,842-64.9% | $5,982-59.8% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,246-99.8% |