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 | $3,523 | $209,411-98.3% | $178,490-98.0% | $158,922-97.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 138.93% | 188.75%-49.8pp | 151.07%-12.1pp | 302.83%-163.9pp |
| Employer contribution / active EE | $824 | $5,706-85.6% | $5,011-83.6% | $4,761-82.7% |
| Participant deferral / active EE | $2,937 | $5,954-50.7% | $5,202-43.5% | $5,982-50.9% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |